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 | $31,514 | $109,817-71.3% | $98,442-68.0% | $167,490-81.2% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 23.24% | 1956.69%-1933.4pp | 1492.73%-1469.5pp | 478.56%-455.3pp |
| Employer contribution / active EE | $1,417 | $3,224-56.0% | $2,960-52.1% | $4,837-70.7% |
| Participant deferral / active EE | $804 | $4,673-82.8% | $4,276-81.2% | $6,341-87.3% |
| Admin fee / account holder | $147 | $6,753-97.8% | $5,949-97.5% | $12,309-98.8% |