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 | $69,705 | $115,770-39.8% | $101,248-31.2% | $158,922-56.1% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 10.30% | 56.14%-45.8pp | 46.47%-36.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $7,959 | $4,175+90.7% | $3,660+117.5% | $4,761+67.2% |
| Participant deferral / active EE | $485 | $4,957-90.2% | $4,370-88.9% | $5,982-91.9% |
| Admin fee / account holder | $194 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |