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 | $60,510 | $114,047-46.9% | $96,139-37.1% | $167,490-63.9% |
| Participation rate | 25.0% | 75.1%-50.1pp | 68.4%-43.4pp | 82.1%-57.1pp |
| Annual return | 16.64% | 189.88%-173.2pp | 191.94%-175.3pp | 478.56%-461.9pp |
| Employer contribution / active EE | $857 | $3,427-75.0% | $2,797-69.4% | $4,837-82.3% |
| Participant deferral / active EE | $900 | $5,194-82.7% | $4,349-79.3% | $6,341-85.8% |
| Admin fee / account holder | $136 | $6,897-98.0% | $5,537-97.5% | $12,309-98.9% |