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 | $30,673 | $78,422-60.9% | $95,952-68.0% | $79,858-61.6% |
| Participation rate | 60.4% | 73.5%-13.1pp | 77.1%-16.7pp | 69.6%-9.3pp |
| Annual return | 15.56% | 19.37%-3.8pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $660 | $1,945-66.1% | $2,541-74.0% | $2,471-73.3% |
| Participant deferral / active EE | $1,059 | $3,440-69.2% | $4,167-74.6% | $3,740-71.7% |
| Admin fee / account holder | $208 | $5,622-96.3% | $6,795-96.9% | $5,306-96.1% |