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 | $13,487 | $109,817-87.7% | $98,442-86.3% | $167,490-91.9% |
| Participation rate | 47.1% | 75.8%-28.8pp | 73.3%-26.3pp | 82.1%-35.0pp |
| Annual return | 18.48% | 1956.69%-1938.2pp | 1492.73%-1474.2pp | 478.56%-460.1pp |
| Employer contribution / active EE | $412 | $3,224-87.2% | $2,960-86.1% | $4,837-91.5% |
| Participant deferral / active EE | $192 | $4,673-95.9% | $4,276-95.5% | $6,341-97.0% |
| Admin fee / account holder | $124 | $6,753-98.2% | $5,949-97.9% | $12,309-99.0% |