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 | $79,212 | $80,968-2.2% | $96,544-18.0% | $75,163+5.4% |
| Participation rate | 26.7% | 71.8%-45.1pp | 76.0%-49.3pp | 67.2%-40.5pp |
| Annual return | 18.90% | 27.06%-8.2pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $746 | $2,282-67.3% | $2,965-74.8% | $2,670-72.1% |
| Participant deferral / active EE | $1,027 | $3,928-73.9% | $4,851-78.8% | $4,125-75.1% |
| Admin fee / account holder | $6 | $6,724-99.9% | $8,252-99.9% | $5,651-99.9% |