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 | $71,997 | $109,327-34.1% | $89,391-19.5% | $158,922-54.7% |
| Participation rate | 5.9% | 74.3%-68.4pp | 68.0%-62.1pp | 82.0%-76.1pp |
| Annual return | 22.54% | 345.68%-323.1pp | 245.62%-223.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $345 | $3,170-89.1% | $2,586-86.6% | $4,761-92.7% |
| Participant deferral / active EE | $345 | $4,598-92.5% | $3,890-91.1% | $5,982-94.2% |
| Admin fee / account holder | $241 | $6,153-96.1% | $4,881-95.1% | $11,246-97.9% |