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 | $36,918 | $159,602-76.9% | $150,045-75.4% | $142,382-74.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 14.64% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,529 | $4,961-69.2% | $4,693-67.4% | $4,299-64.4% |
| Participant deferral / active EE | $1,682 | $8,310-79.8% | $7,997-79.0% | $6,507-74.1% |
| Admin fee / account holder | $258 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |