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 | $51,865 | $117,983-56.0% | $101,794-49.0% | $142,382-63.6% |
| Participation rate | 26.3% | 74.2%-47.9pp | 69.2%-42.9pp | 80.1%-53.8pp |
| Annual return | 16.47% | 36.92%-20.4pp | 30.53%-14.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $583 | $2,773-79.0% | $2,289-74.5% | $4,299-86.4% |
| Participant deferral / active EE | $773 | $4,714-83.6% | $4,084-81.1% | $6,507-88.1% |
| Admin fee / account holder | $120 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |