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 | $7,748 | $88,751-91.3% | $81,812-90.5% | $145,922-94.7% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.3%-3.6pp | 80.3%-11.5pp |
| Annual return | 13.00% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $517 | $3,083-83.2% | $2,912-82.3% | $4,660-88.9% |
| Participant deferral / active EE | $550 | $4,643-88.2% | $4,319-87.3% | $6,688-91.8% |
| Admin fee / account holder | $123 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |