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 | $29,710 | $116,175-74.4% | $93,606-68.3% | $152,861-80.6% |
| Participation rate | 43.5% | 78.0%-34.6pp | 75.8%-32.3pp | 82.4%-39.0pp |
| Annual return | 19.90% | 35.96%-16.1pp | 32.76%-12.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $643 | $3,218-80.0% | $2,718-76.3% | $4,762-86.5% |
| Participant deferral / active EE | $981 | $4,603-78.7% | $4,069-75.9% | $5,850-83.2% |
| Admin fee / account holder | $279 | $10,748-97.4% | $7,888-96.5% | $11,596-97.6% |