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 | $68,449 | $78,672-13.0% | $109,143-37.3% | $85,850-20.3% |
| Participation rate | 12.8% | 68.3%-55.5pp | 75.9%-63.1pp | 69.3%-56.5pp |
| Annual return | 15.79% | 25.09%-9.3pp | 25.75%-10.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $466 | $3,467-86.6% | $4,653-90.0% | $3,952-88.2% |
| Admin fee / account holder | $53 | $5,469-99.0% | $6,752-99.2% | $6,260-99.2% |