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 | $54,648 | $46,869+16.6% | $122,332-55.3% | $70,131-22.1% |
| Participation rate | 18.9% | 58.2%-39.3pp | 71.6%-52.7pp | 69.5%-50.7pp |
| Annual return | 15.63% | 24.22%-8.6pp | 30.27%-14.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $651 | $1,288-49.4% | $4,050-83.9% | $2,342-72.2% |
| Participant deferral / active EE | $747 | $2,166-65.5% | $3,287-77.3% | $3,332-77.6% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |