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 | $31,479 | $209,411-85.0% | $178,490-82.4% | $158,922-80.2% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 15.66% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,466 | $5,706-74.3% | $5,011-70.7% | $4,761-69.2% |
| Participant deferral / active EE | $1,464 | $5,954-75.4% | $5,202-71.9% | $5,982-75.5% |
| Admin fee / account holder | $84 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |