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 | $61,981 | $111,754-44.5% | $103,333-40.0% | $145,922-57.5% |
| Participation rate | 39.1% | 77.9%-38.8pp | 74.5%-35.4pp | 80.3%-41.1pp |
| Annual return | 19.43% | 24.77%-5.3pp | 24.88%-5.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $919 | $4,212-78.2% | $3,868-76.2% | $4,660-80.3% |
| Participant deferral / active EE | $1,107 | $5,619-80.3% | $5,057-78.1% | $6,688-83.4% |
| Admin fee / account holder | $14 | $9,750-99.9% | $8,355-99.8% | $13,397-99.9% |