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 | $40,132 | $70,475-43.1% | $100,516-60.1% | $79,858-49.7% |
| Participation rate | 6.3% | 73.7%-67.4pp | 79.4%-73.2pp | 69.6%-63.4pp |
| Annual return | 16.69% | 21.90%-5.2pp | 30.89%-14.2pp | 31.71%-15.0pp |
| Employer contribution / active EE | $254 | $2,165-88.3% | $3,418-92.6% | $2,471-89.7% |
| Participant deferral / active EE | $371 | $5,181-92.8% | $6,270-94.1% | $3,740-90.1% |
| Admin fee / account holder | $18 | $4,478-99.6% | $8,081-99.8% | $5,306-99.7% |