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 | $49,669 | $133,958-62.9% | $112,228-55.7% | $134,475-63.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 0.68% | 47.11%-46.4pp | 27.45%-26.8pp | 417.96%-417.3pp |
| Employer contribution / active EE | $1,174 | $4,038-70.9% | $3,635-67.7% | $4,740-75.2% |
| Participant deferral / active EE | $1,402 | $5,291-73.5% | $4,728-70.3% | $6,400-78.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |