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 | $27,298 | $99,032-72.4% | $80,019-65.9% | $135,375-79.8% |
| Participation rate | 58.8% | 78.4%-19.5pp | 75.8%-17.0pp | 82.6%-23.8pp |
| Annual return | 32.31% | 15.39%+16.9pp | 11.22%+21.1pp | 519.73%-487.4pp |
| Employer contribution / active EE | $626 | $3,043-79.4% | $2,468-74.6% | $4,779-86.9% |
| Participant deferral / active EE | $643 | $4,282-85.0% | $3,686-82.5% | $5,609-88.5% |
| Admin fee / account holder | $280 | $10,436-97.3% | $6,521-95.7% | $10,827-97.4% |