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 | $41,672 | $87,733-52.5% | $106,548-60.9% | $85,850-51.5% |
| Participation rate | 53.8% | 71.9%-18.1pp | 76.1%-22.3pp | 69.3%-15.5pp |
| Annual return | 15.46% | 21.86%-6.4pp | 26.80%-11.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $608 | $2,073-70.7% | $2,819-78.4% | $2,565-76.3% |
| Participant deferral / active EE | $610 | $3,469-82.4% | $4,398-86.1% | $3,952-84.6% |
| Admin fee / account holder | $19 | $6,767-99.7% | $7,407-99.7% | $6,260-99.7% |