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 | $89,464 | $96,557-7.3% | $80,975+10.5% | $273,961-67.3% |
| Participation rate | 33.3% | 79.1%-45.8pp | 75.8%-42.5pp | 83.0%-49.7pp |
| Annual return | 5.18% | 15.14%-10.0pp | 17.10%-11.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $727 | $4,868-85.1% | $3,714-80.4% | $4,869-85.1% |
| Participant deferral / active EE | $1,049 | $6,598-84.1% | $5,696-81.6% | $5,287-80.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |