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 | $57,917 | $58,512-1.0% | $84,015-31.1% | $72,985-20.6% |
| Participation rate | 28.0% | 61.2%-33.2pp | 69.0%-41.0pp | 69.5%-41.5pp |
| Annual return | 23.93% | 28.93%-5.0pp | 71.31%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $234 | $1,163-79.8% | $1,983-88.2% | $2,440-90.4% |
| Participant deferral / active EE | $715 | $2,394-70.1% | $3,239-77.9% | $3,607-80.2% |
| Admin fee / account holder | $270 | $4,569-94.1% | $6,101-95.6% | $5,124-94.7% |