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 10-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 | $19,880 | $63,764-68.8% | $81,930-75.7% | $79,858-75.1% |
| Participation rate | 14.0% | 67.5%-53.5pp | 72.0%-58.0pp | 69.6%-55.6pp |
| Annual return | 16.14% | 22.66%-6.5pp | 29.49%-13.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $412 | $1,795-77.1% | $4,310-90.4% | $2,471-83.3% |
| Participant deferral / active EE | $506 | $2,780-81.8% | $7,107-92.9% | $3,740-86.5% |
| Admin fee / account holder | $43 | $4,426-99.0% | $5,158-99.2% | $5,306-99.2% |