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 | $18,248 | $46,869-61.1% | $122,332-85.1% | $70,131-74.0% |
| Participation rate | 8.0% | 58.2%-50.2pp | 71.6%-63.6pp | 69.5%-61.5pp |
| Annual return | 19.20% | 24.22%-5.0pp | 30.27%-11.1pp | 73.14%-53.9pp |
| Employer contribution / active EE | $620 | $1,288-51.9% | $4,050-84.7% | $2,342-73.5% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |