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 | $105,302 | $157,256-33.0% | $141,162-25.4% | $152,861-31.1% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.4%-65.8pp |
| Annual return | 23.35% | 64.32%-41.0pp | 71.39%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $637 | $7,109-91.0% | $6,709-90.5% | $5,850-89.1% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |