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 | $55,366 | $115,770-52.2% | $101,248-45.3% | $158,922-65.2% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 16.05% | 56.14%-40.1pp | 46.47%-30.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $890 | $4,175-78.7% | $3,660-75.7% | $4,761-81.3% |
| Participant deferral / active EE | $890 | $4,957-82.0% | $4,370-79.6% | $5,982-85.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |