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 | $39,343 | $159,602-75.3% | $150,045-73.8% | $142,382-72.4% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.3%-43.9pp | 80.1%-41.7pp |
| Annual return | 19.14% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,010 | $4,961-79.6% | $4,693-78.5% | $4,299-76.5% |
| Participant deferral / active EE | $2,023 | $8,310-75.7% | $7,997-74.7% | $6,507-68.9% |
| Admin fee / account holder | $10 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |