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 | $46,668 | $102,616-54.5% | $81,983-43.1% | $158,922-70.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 14.14% | 61.04%-46.9pp | 41.31%-27.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $810 | $3,240-75.0% | $2,498-67.6% | $4,761-83.0% |
| Participant deferral / active EE | $810 | $4,648-82.6% | $3,722-78.2% | $5,982-86.5% |
| Admin fee / account holder | $20 | $8,235-99.8% | $5,664-99.6% | $11,246-99.8% |