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 8-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 | $11,444 | $77,419-85.2% | $69,455-83.5% | $152,861-92.5% |
| Participation rate | 29.4% | 78.1%-48.7pp | 74.6%-45.2pp | 82.4%-53.0pp |
| Annual return | 34.98% | 39.06%-4.1pp | 28.97%+6.0pp | 345.32%-310.3pp |
| Employer contribution / active EE | $538 | $3,315-83.8% | $2,779-80.6% | $4,762-88.7% |
| Participant deferral / active EE | $646 | $4,414-85.4% | $3,535-81.7% | $5,850-89.0% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |