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 | $30,095 | $107,934-72.1% | $91,989-67.3% | $152,861-80.3% |
| Participation rate | 52.4% | 81.2%-28.8pp | 78.6%-26.2pp | 82.4%-30.1pp |
| Annual return | 22.98% | 89.24%-66.3pp | 69.02%-46.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,128 | $4,210-73.2% | $3,452-67.3% | $4,762-76.3% |
| Participant deferral / active EE | $1,818 | $6,364-71.4% | $5,923-69.3% | $5,850-68.9% |
| Admin fee / account holder | $271 | $10,520-97.4% | $7,743-96.5% | $11,596-97.7% |