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 | $11,725 | $37,426-68.7% | $77,482-84.9% | $79,858-85.3% |
| Participation rate | 12.1% | 41.5%-29.4pp | 54.2%-42.1pp | 69.6%-57.5pp |
| Annual return | 12.15% | 39.70%-27.6pp | 54.79%-42.6pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $156 | $1,260-87.6% | $1,861-91.6% | $3,740-95.8% |
| Admin fee / account holder | -$102 | $2,504-104.1% | $2,858-103.6% | $5,306-101.9% |