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 | $57,591 | $165,335-65.2% | $149,696-61.5% | $158,922-63.8% |
| Participation rate | 22.7% | 84.6%-61.8pp | 82.5%-59.7pp | 82.0%-59.2pp |
| Annual return | 12.04% | 348.15%-336.1pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $641 | $7,181-91.1% | $6,842-90.6% | $5,982-89.3% |
| Admin fee / account holder | $191 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |