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 | $49,023 | $100,754-51.3% | $86,677-43.4% | $134,475-63.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -17.35% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,264 | $3,489-63.8% | $2,836-55.4% | $4,740-73.3% |
| Participant deferral / active EE | $1,440 | $5,338-73.0% | $4,656-69.1% | $6,400-77.5% |
| Admin fee / account holder | $98 | $10,926-99.1% | $7,493-98.7% | $11,426-99.1% |