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 | $47,940 | $78,926-39.3% | $136,749-64.9% | $84,808-43.5% |
| Participation rate | 9.3% | 62.2%-52.8pp | 72.1%-62.8pp | 68.3%-59.0pp |
| Annual return | 23.45% | 18.17%+5.3pp | 24.33%-0.9pp | 40.90%-17.4pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $553 | $3,168-82.5% | $4,692-88.2% | $4,212-86.9% |
| Admin fee / account holder | $19 | $6,369-99.7% | $11,386-99.8% | $7,344-99.7% |