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 | $53,043 | $98,750-46.3% | $149,696-64.6% | $79,858-33.6% |
| Participation rate | 22.4% | 75.8%-53.4pp | 82.5%-60.1pp | 69.6%-47.2pp |
| Annual return | 24.83% | 27.43%-2.6pp | 276.60%-251.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $888 | $3,216-72.4% | $4,644-80.9% | $2,471-64.1% |
| Participant deferral / active EE | $1,739 | $5,680-69.4% | $6,842-74.6% | $3,740-53.5% |
| Admin fee / account holder | $263 | $6,053-95.6% | $9,309-97.2% | $5,306-95.0% |