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 | $12,350 | $57,281-78.4% | $86,612-85.7% | $75,163-83.6% |
| Participation rate | 55.3% | 63.2%-7.9pp | 71.7%-16.4pp | 67.2%-11.9pp |
| Annual return | 13.82% | 2670.75%-2656.9pp | 591.07%-577.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,412 | $2,314-39.0% | $3,022-53.3% | $2,670-47.1% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $273 | $4,112-93.4% | $5,614-95.1% | $5,651-95.2% |