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 | $30,232 | $48,570-37.8% | $130,648-76.9% | $72,985-58.6% |
| Participation rate | 36.4% | 58.6%-22.2pp | 71.7%-35.4pp | 69.5%-33.1pp |
| Annual return | 18.64% | 38.63%-20.0pp | 1708.96%-1690.3pp | 81.00%-62.4pp |
| Employer contribution / active EE | $908 | $1,334-32.0% | $4,092-77.8% | $2,440-62.8% |
| Participant deferral / active EE | $918 | $2,384-61.5% | $3,603-74.5% | $3,607-74.6% |
| Admin fee / account holder | $267 | $3,549-92.5% | $5,464-95.1% | $5,124-94.8% |