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 | $19,348 | $96,484-79.9% | $75,886-74.5% | $152,861-87.3% |
| Participation rate | 30.0% | 76.2%-46.2pp | 69.3%-39.3pp | 82.4%-52.4pp |
| Annual return | 55.86% | 33.98%+21.9pp | 30.76%+25.1pp | 345.32%-289.5pp |
| Employer contribution / active EE | $715 | $3,309-78.4% | $2,500-71.4% | $4,762-85.0% |
| Participant deferral / active EE | $891 | $4,553-80.4% | $3,603-75.3% | $5,850-84.8% |
| Admin fee / account holder | $85 | $8,078-99.0% | $5,418-98.4% | $11,596-99.3% |