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 | $39,062 | $121,625-67.9% | $104,607-62.7% | $158,922-75.4% |
| Participation rate | 14.3% | 77.5%-63.2pp | 74.1%-59.8pp | 82.0%-67.7pp |
| Annual return | 4.56% | 465.26%-460.7pp | 340.46%-335.9pp | 302.83%-298.3pp |
| Employer contribution / active EE | $420 | $3,163-86.7% | $2,681-84.3% | $4,761-91.2% |
| Participant deferral / active EE | $525 | $4,177-87.4% | $3,740-86.0% | $5,982-91.2% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |