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 | $37,093 | $77,813-52.3% | $123,544-70.0% | $64,186-42.2% |
| Participation rate | 13.6% | 74.7%-61.1pp | 82.3%-68.7pp | 69.6%-56.0pp |
| Annual return | 6.82% | 12.48%-5.7pp | 119.20%-112.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $195 | $5,240-96.3% | $6,426-97.0% | $3,470-94.4% |
| Admin fee / account holder | $202 | $5,519-96.3% | $9,284-97.8% | $4,888-95.9% |