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 6-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 | $44,456 | $24,730+79.8% | $66,042-32.7% | $84,808-47.6% |
| Participation rate | 17.9% | 68.1%-50.2pp | 67.5%-49.6pp | 68.3%-50.5pp |
| Annual return | 21.06% | 79.55%-58.5pp | 52.11%-31.1pp | 40.90%-19.8pp |
| Employer contribution / active EE | $320 | $857-62.7% | $1,579-79.8% | $2,631-87.8% |
| Participant deferral / active EE | $376 | $1,737-78.4% | $2,835-86.7% | $4,212-91.1% |
| Admin fee / account holder | $16 | $3,014-99.5% | $5,747-99.7% | $7,344-99.8% |