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 | $17,271 | $100,852-82.9% | $90,404-80.9% | $158,922-89.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 23.30% | 1724.20%-1700.9pp | 1293.02%-1269.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $423 | $3,689-88.5% | $3,262-87.0% | $4,761-91.1% |
| Participant deferral / active EE | $669 | $4,348-84.6% | $3,963-83.1% | $5,982-88.8% |
| Admin fee / account holder | $18 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |