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 | $45,476 | $53,127-14.4% | $86,590-47.5% | $70,131-35.2% |
| Participation rate | 51.5% | 65.3%-13.8pp | 73.5%-22.0pp | 69.5%-18.0pp |
| Annual return | 14.05% | 27.66%-13.6pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $529 | $2,696-80.4% | $3,609-85.3% | $3,332-84.1% |
| Admin fee / account holder | $256 | $3,585-92.9% | $4,906-94.8% | $4,645-94.5% |