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 | $65,113 | $110,257-40.9% | $96,544-32.6% | $139,434-53.3% |
| Participation rate | 52.4% | 78.1%-25.7pp | 76.0%-23.6pp | 80.3%-27.9pp |
| Annual return | 17.50% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $246 | $5,548-95.6% | $4,851-94.9% | $6,710-96.3% |
| Admin fee / account holder | $10 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |