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 | $20,634 | $65,395-68.4% | $182,532-88.7% | $72,985-71.7% |
| Participation rate | 22.6% | 65.4%-42.9pp | 78.0%-55.4pp | 69.5%-46.9pp |
| Annual return | 24.14% | 27.68%-3.5pp | 148.54%-124.4pp | 81.00%-56.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $709 | $3,563-80.1% | $5,524-87.2% | $3,607-80.3% |
| Admin fee / account holder | $216 | $4,245-94.9% | $8,592-97.5% | $5,124-95.8% |