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 | $15,097 | $80,717-81.3% | $154,803-90.2% | $84,808-82.2% |
| Participation rate | 44.0% | 66.8%-22.8pp | 78.1%-34.1pp | 68.3%-24.3pp |
| Annual return | 21.56% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $658 | $2,761-76.2% | $4,305-84.7% | $2,631-75.0% |
| Participant deferral / active EE | $819 | $3,303-75.2% | $5,540-85.2% | $4,212-80.5% |
| Admin fee / account holder | $164 | $6,746-97.6% | $14,329-98.9% | $7,344-97.8% |