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 | $78,877 | $183,963-57.1% | $162,163-51.4% | $152,861-48.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 20.23% | 150.76%-130.5pp | 115.59%-95.4pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,771 | $6,371-72.2% | $5,614-68.4% | $4,762-62.8% |
| Participant deferral / active EE | $2,527 | $8,034-68.5% | $7,298-65.4% | $5,850-56.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |