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 | $115,272 | $82,664+39.4% | $125,339-8.0% | $68,494+68.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 82.4%-25.2pp | 67.9%-10.7pp |
| Annual return | -16.18% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,153 | $3,381-65.9% | $4,814-76.0% | $2,596-55.6% |
| Participant deferral / active EE | $734 | $6,110-88.0% | $7,446-90.1% | $4,027-81.8% |
| Admin fee / account holder | $266 | $6,275-95.8% | $10,010-97.3% | $5,403-95.1% |