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 | $45,435 | $72,277-37.1% | $101,248-55.1% | $79,858-43.1% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.8%-29.7pp | 69.6%-23.5pp |
| Annual return | 22.73% | 22.30%+0.4pp | 46.47%-23.7pp | 31.71%-9.0pp |
| Employer contribution / active EE | $847 | $2,692-68.5% | $3,660-76.9% | $2,471-65.7% |
| Participant deferral / active EE | $1,061 | $3,282-67.7% | $4,370-75.7% | $3,740-71.6% |
| Admin fee / account holder | $6 | $4,400-99.9% | $5,945-99.9% | $5,306-99.9% |