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 | $38,693 | $83,477-53.6% | $125,175-69.1% | $72,985-47.0% |
| Participation rate | 49.1% | 73.3%-24.2pp | 79.8%-30.7pp | 69.5%-20.4pp |
| Annual return | 21.36% | 25.78%-4.4pp | 43.79%-22.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,087 | $2,345-53.7% | $3,865-71.9% | $2,440-55.5% |
| Participant deferral / active EE | $1,584 | $3,585-55.8% | $4,937-67.9% | $3,607-56.1% |
| Admin fee / account holder | $235 | $5,517-95.7% | $9,702-97.6% | $5,124-95.4% |