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 | $36,390 | $37,426-2.8% | $77,482-53.0% | $79,858-54.4% |
| Participation rate | 13.9% | 41.5%-27.6pp | 54.2%-40.3pp | 69.6%-55.7pp |
| Annual return | 16.47% | 39.70%-23.2pp | 54.79%-38.3pp | 31.71%-15.2pp |
| Employer contribution / active EE | $243 | $637-61.8% | $986-75.3% | $2,471-90.2% |
| Participant deferral / active EE | $302 | $1,260-76.1% | $1,861-83.8% | $3,740-91.9% |
| Admin fee / account holder | $238 | $2,504-90.5% | $2,858-91.7% | $5,306-95.5% |