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 | $49,852 | $112,881-55.8% | $90,951-45.2% | $158,922-68.6% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | 8.46% | 215.79%-207.3pp | 134.60%-126.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $419 | $2,893-85.5% | $2,122-80.3% | $4,761-91.2% |
| Participant deferral / active EE | $523 | $4,128-87.3% | $3,373-84.5% | $5,982-91.3% |
| Admin fee / account holder | $247 | $8,041-96.9% | $5,959-95.9% | $11,246-97.8% |