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 | $12,915 | $48,795-73.5% | $65,493-80.3% | $84,808-84.8% |
| Participation rate | 21.4% | 67.0%-45.6pp | 73.1%-51.7pp | 68.3%-46.9pp |
| Annual return | 14.53% | 20.20%-5.7pp | 982.45%-967.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $426 | $2,928-85.5% | $3,961-89.2% | $4,212-89.9% |
| Admin fee / account holder | $14 | $3,877-99.6% | $5,028-99.7% | $7,344-99.8% |