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 | $27,446 | $54,573-49.7% | $90,951-69.8% | $73,488-62.7% |
| Participation rate | 16.8% | 61.2%-44.3pp | 69.0%-52.2pp | 70.7%-53.8pp |
| Annual return | 32.00% | 16.69%+15.3pp | 134.60%-102.6pp | 28.51%+3.5pp |
| Employer contribution / active EE | $523 | $991-47.2% | $2,122-75.3% | $2,270-77.0% |
| Participant deferral / active EE | $1,076 | $2,517-57.2% | $3,373-68.1% | $3,740-71.2% |
| Admin fee / account holder | $117 | $521-77.5% | $5,959-98.0% | $513-77.2% |