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 | $84,892 | $93,571-9.3% | $135,903-37.5% | $75,163+12.9% |
| Participation rate | 26.7% | 75.2%-48.5pp | 81.9%-55.2pp | 67.2%-40.5pp |
| Annual return | 25.72% | 30.90%-5.2pp | 68.23%-42.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $924 | $3,537-73.9% | $4,856-81.0% | $2,670-65.4% |
| Participant deferral / active EE | $2,167 | $6,404-66.2% | $7,758-72.1% | $4,125-47.5% |
| Admin fee / account holder | $36 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |