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 | $156,735 | $54,726+186.4% | $68,793+127.8% | $64,186+144.2% |
| Participation rate | 13.2% | 68.0%-54.9pp | 72.2%-59.1pp | 69.6%-56.4pp |
| Annual return | -5.84% | -1.62%-4.2pp | -4.63%-1.2pp | 7.63%-13.5pp |
| Employer contribution / active EE | $410 | $1,846-77.8% | $2,625-84.4% | $2,381-82.8% |
| Participant deferral / active EE | $899 | $2,626-65.8% | $3,311-72.9% | $3,470-74.1% |
| Admin fee / account holder | $136 | $4,027-96.6% | $5,131-97.3% | $4,888-97.2% |