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 | $40,357 | $87,013-53.6% | $106,213-62.0% | $80,856-50.1% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 17.01% | 17.05%0pp | 116.14%-99.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $975 | $2,395-59.3% | $3,171-69.3% | $2,755-64.6% |
| Participant deferral / active EE | $1,438 | $3,986-63.9% | $5,016-71.3% | $4,296-66.5% |
| Admin fee / account holder | $71 | $8,431-99.2% | $11,033-99.4% | $6,918-99.0% |