See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,796 | $165,984-63.4% | $164,813-63.1% | $145,922-58.3% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 11.80% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,363 | $5,273-74.2% | $4,341-68.6% | $4,660-70.7% |
| Participant deferral / active EE | $1,657 | $6,959-76.2% | $6,031-72.5% | $6,688-75.2% |
| Admin fee / account holder | $10 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |