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 | $131,517 | $105,859+24.2% | $90,160+45.9% | $147,584-10.9% |
| Participation rate | 11.1% | 79.7%-68.6pp | 76.9%-65.8pp | 82.8%-71.7pp |
| Annual return | 18.73% | 37.63%-18.9pp | 34.88%-16.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $556 | $4,126-86.5% | $3,318-83.3% | $4,876-88.6% |
| Participant deferral / active EE | $1,145 | $5,733-80.0% | $5,288-78.3% | $5,439-78.9% |
| Admin fee / account holder | $41 | $8,046-99.5% | $5,943-99.3% | $10,885-99.6% |