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 | $69,118 | $198,466-65.2% | $170,442-59.4% | $147,584-53.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 10.95% | 257.29%-246.3pp | 205.93%-195.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,350 | $6,184-78.2% | $5,433-75.2% | $4,876-72.3% |
| Participant deferral / active EE | $1,350 | $5,629-76.0% | $4,939-72.7% | $5,439-75.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |