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 | $37,196 | $48,046-22.6% | $84,611-56.0% | $72,985-49.0% |
| Participation rate | 14.8% | 57.6%-42.8pp | 68.2%-53.4pp | 69.5%-54.7pp |
| Annual return | 18.60% | 37.38%-18.8pp | 258.74%-240.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $332 | $1,602-79.3% | $2,652-87.5% | $2,440-86.4% |
| Participant deferral / active EE | $570 | $2,680-78.7% | $3,899-85.4% | $3,607-84.2% |
| Admin fee / account holder | $18 | $3,395-99.5% | $4,912-99.6% | $5,124-99.7% |