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 | $68,640 | $165,335-58.5% | $149,696-54.1% | $158,922-56.8% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 11.55% | 348.15%-336.6pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,928 | $5,103-62.2% | $4,644-58.5% | $4,761-59.5% |
| Participant deferral / active EE | $2,107 | $7,181-70.7% | $6,842-69.2% | $5,982-64.8% |
| Admin fee / account holder | $141 | $10,807-98.7% | $9,309-98.5% | $11,246-98.7% |