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 | $30,578 | $58,694-47.9% | $142,863-78.6% | $85,850-64.4% |
| Participation rate | 20.4% | 58.5%-38.1pp | 71.9%-51.6pp | 69.3%-48.9pp |
| Annual return | 13.83% | 27.72%-13.9pp | 5637.54%-5623.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $517 | $1,423-63.7% | $4,144-87.5% | $2,565-79.8% |
| Participant deferral / active EE | $903 | $2,607-65.4% | $3,837-76.5% | $3,952-77.2% |
| Admin fee / account holder | $125 | $4,239-97.1% | $6,560-98.1% | $6,260-98.0% |