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 | $45,790 | $64,348-28.8% | $90,160-49.2% | $70,131-34.7% |
| Participation rate | 63.6% | 70.4%-6.8pp | 76.9%-13.2pp | 69.5%-5.9pp |
| Annual return | 17.38% | 28.13%-10.8pp | 34.88%-17.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $393 | $2,046-80.8% | $3,318-88.2% | $2,342-83.2% |
| Participant deferral / active EE | $951 | $4,389-78.3% | $5,288-82.0% | $3,332-71.5% |
| Admin fee / account holder | $282 | $3,944-92.9% | $5,943-95.3% | $4,645-93.9% |