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 | $22,087 | $53,777-58.9% | $134,143-83.5% | $79,858-72.3% |
| Participation rate | 33.3% | 58.8%-25.4pp | 72.2%-38.8pp | 69.6%-36.3pp |
| Annual return | 10.39% | 19.01%-8.6pp | 36.33%-25.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $302 | $1,321-77.2% | $3,704-91.9% | $2,471-87.8% |
| Participant deferral / active EE | $791 | $2,420-67.3% | $3,499-77.4% | $3,740-78.8% |
| Admin fee / account holder | $128 | $3,984-96.8% | $6,684-98.1% | $5,306-97.6% |