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 | $49,615 | $92,703-46.5% | $82,719-40.0% | $134,475-63.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | 34.65% | 944.92%-910.3pp | 701.18%-666.5pp | 417.96%-383.3pp |
| Employer contribution / active EE | $989 | $3,274-69.8% | $3,009-67.1% | $4,740-79.1% |
| Participant deferral / active EE | $644 | $4,802-86.6% | $4,395-85.4% | $6,400-89.9% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |