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 | $41,507 | $138,065-69.9% | $123,544-66.4% | $135,375-69.3% |
| Participation rate | 47.8% | 84.7%-36.9pp | 82.3%-34.5pp | 82.6%-34.8pp |
| Annual return | 134.83% | 153.68%-18.9pp | 119.20%+15.6pp | 519.73%-384.9pp |
| Employer contribution / active EE | $1,806 | $5,151-65.0% | $4,628-61.0% | $4,779-62.2% |
| Participant deferral / active EE | $1,762 | $6,799-74.1% | $6,426-72.6% | $5,609-68.6% |
| Admin fee / account holder | $33 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |