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 3-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 | $10,790 | $90,348-88.1% | $75,972-85.8% | $145,922-92.6% |
| Participation rate | 26.7% | 74.5%-47.8pp | 69.1%-42.4pp | 80.3%-53.6pp |
| Annual return | 11.16% | 620.88%-609.7pp | 359.55%-348.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $670 | $3,311-79.8% | $2,685-75.0% | $4,660-85.6% |
| Participant deferral / active EE | $927 | $5,162-82.0% | $4,255-78.2% | $6,688-86.1% |
| Admin fee / account holder | $53 | $8,467-99.4% | $6,467-99.2% | $13,397-99.6% |