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 | $20,323 | $95,416-78.7% | $185,823-89.1% | $85,850-76.3% |
| Participation rate | 44.4% | 68.8%-24.3pp | 81.7%-37.3pp | 69.3%-24.9pp |
| Annual return | 16.88% | 23.59%-6.7pp | 122.05%-105.2pp | 318.53%-301.6pp |
| Employer contribution / active EE | $602 | $3,314-81.8% | $5,167-88.4% | $2,565-76.5% |
| Participant deferral / active EE | $968 | $3,423-71.7% | $5,568-82.6% | $3,952-75.5% |
| Admin fee / account holder | $148 | $7,213-98.0% | $16,237-99.1% | $6,260-97.6% |