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 | $39,983 | $67,606-40.9% | $82,313-51.4% | $70,131-43.0% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 12.29% | 21.57%-9.3pp | 25.88%-13.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $233 | $2,987-92.2% | $3,706-93.7% | $3,332-93.0% |
| Admin fee / account holder | $72 | $4,512-98.4% | $5,608-98.7% | $4,645-98.5% |