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 | $52,124 | $70,669-26.2% | $169,368-69.2% | $75,163-30.7% |
| Participation rate | 40.0% | 64.8%-24.8pp | 77.1%-37.1pp | 67.2%-27.2pp |
| Annual return | 28.19% | 36.36%-8.2pp | 405.60%-377.4pp | 160.62%-132.4pp |
| Employer contribution / active EE | $731 | $2,211-66.9% | $4,013-81.8% | $2,670-72.6% |
| Participant deferral / active EE | $1,150 | $4,311-73.3% | $6,221-81.5% | $4,125-72.1% |
| Admin fee / account holder | $88 | $5,402-98.4% | $9,003-99.0% | $5,651-98.4% |