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 | $51,519 | $95,803-46.2% | $113,168-54.5% | $84,808-39.3% |
| Participation rate | 36.7% | 72.9%-36.2pp | 76.6%-39.9pp | 68.3%-31.6pp |
| Annual return | 14.66% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,771 | $4,242-58.3% | $5,107-65.3% | $4,212-58.0% |
| Admin fee / account holder | $134 | $8,989-98.5% | $12,068-98.9% | $7,344-98.2% |