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 | $26,008 | $116,175-77.6% | $93,606-72.2% | $152,861-83.0% |
| Participation rate | 18.8% | 78.0%-59.3pp | 75.8%-57.1pp | 82.4%-63.7pp |
| Annual return | 22.46% | 35.96%-13.5pp | 32.76%-10.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $848 | $4,603-81.6% | $4,069-79.2% | $5,850-85.5% |
| Admin fee / account holder | $84 | $10,748-99.2% | $7,888-98.9% | $11,596-99.3% |