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 | $35,296 | $157,256-77.6% | $141,162-75.0% | $152,861-76.9% |
| Participation rate | 22.7% | 84.8%-62.1pp | 82.5%-59.7pp | 82.4%-59.7pp |
| Annual return | 22.67% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $834 | $7,109-88.3% | $6,709-87.6% | $5,850-85.7% |
| Admin fee / account holder | $228 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |