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 | $81,325 | $65,395+24.4% | $182,532-55.4% | $72,985+11.4% |
| Participation rate | 30.3% | 65.4%-35.1pp | 78.0%-47.7pp | 69.5%-39.2pp |
| Annual return | 23.71% | 27.68%-4.0pp | 148.54%-124.8pp | 81.00%-57.3pp |
| Employer contribution / active EE | $439 | $1,911-77.0% | $4,076-89.2% | $2,440-82.0% |
| Participant deferral / active EE | $1,161 | $3,563-67.4% | $5,524-79.0% | $3,607-67.8% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |