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 | $66,414 | $95,803-30.7% | $113,168-41.3% | $84,808-21.7% |
| Participation rate | 36.4% | 72.9%-36.5pp | 76.6%-40.2pp | 68.3%-31.9pp |
| Annual return | 16.21% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,253 | $4,242-70.5% | $5,107-75.5% | $4,212-70.2% |
| Admin fee / account holder | $231 | $8,989-97.4% | $12,068-98.1% | $7,344-96.9% |