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 | $55,552 | $74,927-25.9% | $101,794-45.4% | $84,808-34.5% |
| Participation rate | 26.7% | 61.4%-34.7pp | 69.2%-42.5pp | 68.3%-41.6pp |
| Annual return | 14.99% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $558 | $1,522-63.4% | $2,289-75.6% | $2,631-78.8% |
| Participant deferral / active EE | $1,051 | $3,099-66.1% | $4,084-74.3% | $4,212-75.0% |
| Admin fee / account holder | $251 | $6,514-96.1% | $8,777-97.1% | $7,344-96.6% |