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 | $46,813 | $107,934-56.6% | $91,989-49.1% | $152,861-69.4% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 16.18% | 89.24%-73.1pp | 69.02%-52.8pp | 345.32%-329.1pp |
| Employer contribution / active EE | $666 | $4,210-84.2% | $3,452-80.7% | $4,762-86.0% |
| Participant deferral / active EE | $1,285 | $6,364-79.8% | $5,923-78.3% | $5,850-78.0% |
| Admin fee / account holder | $15 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |