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 | $12,594 | $77,899-83.8% | $149,673-91.6% | $75,163-83.2% |
| Participation rate | 10.0% | 65.6%-55.6pp | 78.8%-68.8pp | 67.2%-57.2pp |
| Annual return | 16.96% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $536 | $3,411-84.3% | $5,680-90.6% | $4,125-87.0% |
| Admin fee / account holder | $82 | $5,956-98.6% | $13,210-99.4% | $5,651-98.6% |