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 | $67,722 | $157,256-56.9% | $141,162-52.0% | $152,861-55.7% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.4%-24.1pp |
| Annual return | 26.86% | 64.32%-37.5pp | 71.39%-44.5pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,158 | $5,261-78.0% | $4,735-75.5% | $4,762-75.7% |
| Participant deferral / active EE | $2,021 | $7,109-71.6% | $6,709-69.9% | $5,850-65.4% |
| Admin fee / account holder | $14 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |