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 | $21,989 | $80,717-72.8% | $154,803-85.8% | $84,808-74.1% |
| Participation rate | 12.8% | 66.8%-54.0pp | 78.1%-65.3pp | 68.3%-55.5pp |
| Annual return | 15.05% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $210 | $3,303-93.6% | $5,540-96.2% | $4,212-95.0% |
| Admin fee / account holder | $5 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |