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 | $19,678 | $107,334-81.7% | $92,893-78.8% | $152,861-87.1% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.4%-44.9pp |
| Annual return | 17.75% | 145.58%-127.8pp | 109.41%-91.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,114 | $4,221-73.6% | $3,653-69.5% | $4,762-76.6% |
| Participant deferral / active EE | $1,057 | $4,845-78.2% | $4,236-75.1% | $5,850-81.9% |
| Admin fee / account holder | $115 | $7,079-98.4% | $5,794-98.0% | $11,596-99.0% |