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 | $43,343 | $78,422-44.7% | $95,952-54.8% | $79,858-45.7% |
| Participation rate | 43.9% | 73.5%-29.6pp | 77.1%-33.2pp | 69.6%-25.7pp |
| Annual return | 14.34% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $667 | $1,945-65.7% | $2,541-73.7% | $2,471-73.0% |
| Participant deferral / active EE | $1,296 | $3,440-62.3% | $4,167-68.9% | $3,740-65.4% |
| Admin fee / account holder | $98 | $5,622-98.3% | $6,795-98.6% | $5,306-98.1% |