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 | $59,424 | $112,096-47.0% | $95,952-38.1% | $158,922-62.6% |
| Participation rate | 36.4% | 79.0%-42.6pp | 77.1%-40.7pp | 82.0%-45.6pp |
| Annual return | 8.06% | 171.09%-163.0pp | 91.61%-83.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $257 | $4,784-94.6% | $4,167-93.8% | $5,982-95.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |