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 | $28,137 | $106,890-73.7% | $84,015-66.5% | $152,861-81.6% |
| Participation rate | 34.8% | 75.2%-40.5pp | 69.0%-34.2pp | 82.4%-47.7pp |
| Annual return | 25.96% | 104.99%-79.0pp | 71.31%-45.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $628 | $2,734-77.0% | $1,983-68.3% | $4,762-86.8% |
| Participant deferral / active EE | $749 | $4,011-81.3% | $3,239-76.9% | $5,850-87.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |