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 | $20,522 | $176,056-88.3% | $159,436-87.1% | $167,490-87.7% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 16.47% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,041 | $5,297-80.3% | $4,829-78.4% | $4,837-78.5% |
| Participant deferral / active EE | $1,288 | $7,750-83.4% | $7,352-82.5% | $6,341-79.7% |
| Admin fee / account holder | $19 | $12,554-99.9% | $10,799-99.8% | $12,309-99.8% |