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 | $19,472 | $112,881-82.8% | $90,951-78.6% | $158,922-87.7% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 11.99% | 215.79%-203.8pp | 134.60%-122.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $885 | $2,893-69.4% | $2,122-58.3% | $4,761-81.4% |
| Participant deferral / active EE | $984 | $4,128-76.2% | $3,373-70.8% | $5,982-83.5% |
| Admin fee / account holder | $75 | $8,041-99.1% | $5,959-98.7% | $11,246-99.3% |