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 | $70,083 | $228,332-69.3% | $185,823-62.3% | $158,922-55.9% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 11.91% | 40.80%-28.9pp | 35.95%-24.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $615 | $4,967-87.6% | $4,087-85.0% | $4,761-87.1% |
| Participant deferral / active EE | $1,229 | $6,415-80.8% | $5,632-78.2% | $5,982-79.5% |
| Admin fee / account holder | $25 | $11,864-99.8% | $9,500-99.7% | $11,246-99.8% |