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 | $132,240 | $92,222+43.4% | $76,768+72.3% | $135,375-2.3% |
| Participation rate | 16.7% | 79.8%-63.1pp | 77.0%-60.3pp | 82.6%-66.0pp |
| Annual return | 1.54% | 5.46%-3.9pp | 2.43%-0.9pp | 519.73%-518.2pp |
| Employer contribution / active EE | $573 | $3,216-82.2% | $2,485-76.9% | $4,779-88.0% |
| Participant deferral / active EE | $1,003 | $4,509-77.7% | $3,852-73.9% | $5,609-82.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |