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 | $38,588 | $81,947-52.9% | $105,387-63.4% | $72,985-47.1% |
| Participation rate | 45.5% | 76.5%-31.1pp | 82.6%-37.1pp | 69.5%-24.0pp |
| Annual return | 56.01% | 42.90%+13.1pp | 26.82%+29.2pp | 81.00%-25.0pp |
| Employer contribution / active EE | $1,618 | $3,468-53.3% | $4,213-61.6% | $2,440-33.7% |
| Participant deferral / active EE | $1,452 | $4,494-67.7% | $5,502-73.6% | $3,607-59.7% |
| Admin fee / account holder | $44 | $6,258-99.3% | $6,559-99.3% | $5,124-99.1% |