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 | $17,982 | $117,381-84.7% | $99,443-81.9% | $152,861-88.2% |
| Participation rate | 31.6% | 77.5%-46.0pp | 73.8%-42.3pp | 82.4%-50.9pp |
| Annual return | 21.06% | 31.87%-10.8pp | 30.72%-9.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $365 | $4,086-91.1% | $3,619-89.9% | $5,850-93.8% |
| Admin fee / account holder | $286 | $7,631-96.2% | $6,250-95.4% | $11,596-97.5% |