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 5-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 | $11,971 | $105,126-88.6% | $94,646-87.4% | $139,434-91.4% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 57.36% | 38.03%+19.3pp | 156.71%-99.4pp | 372.94%-315.6pp |
| Employer contribution / active EE | $1,287 | $4,106-68.7% | $3,672-65.0% | $4,751-72.9% |
| Participant deferral / active EE | $1,287 | $7,599-83.1% | $7,418-82.7% | $6,710-80.8% |
| Admin fee / account holder | $173 | $8,984-98.1% | $7,231-97.6% | $11,403-98.5% |