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 | $46,752 | $157,256-70.3% | $141,162-66.9% | $152,861-69.4% |
| Participation rate | 35.3% | 84.8%-49.5pp | 82.5%-47.2pp | 82.4%-47.2pp |
| Annual return | 22.94% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $953 | $5,261-81.9% | $4,735-79.9% | $4,762-80.0% |
| Participant deferral / active EE | $1,358 | $7,109-80.9% | $6,709-79.8% | $5,850-76.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |