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 | $57,727 | $71,050-18.8% | $93,606-38.3% | $80,856-28.6% |
| Participation rate | 8.5% | 60.4%-51.9pp | 68.7%-60.2pp | 67.6%-59.1pp |
| Annual return | 11.72% | 11.26%+0.5pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $490 | $4,034-87.8% | $4,411-88.9% | $4,296-88.6% |
| Admin fee / account holder | $22 | $6,945-99.7% | $8,285-99.7% | $6,918-99.7% |