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 | $0 | $116,175-100.0% | $93,606-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 75.8%-75.8pp | 82.4%-82.4pp |
| Annual return | 16.30% | 35.96%-19.7pp | 32.76%-16.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,865 | $3,218-42.0% | $2,718-31.4% | $4,762-60.8% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |