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 | $10,115 | $99,877-89.9% | $84,966-88.1% | $145,922-93.1% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 8.90% | 83.76%-74.9pp | 66.38%-57.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $578 | $3,231-82.1% | $2,727-78.8% | $4,660-87.6% |
| Participant deferral / active EE | $282 | $5,291-94.7% | $4,519-93.8% | $6,688-95.8% |
| Admin fee / account holder | $173 | $7,248-97.6% | $6,149-97.2% | $13,397-98.7% |