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 | $134,761 | $111,754+20.6% | $103,333+30.4% | $145,922-7.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.53% | 24.77%-8.2pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,026 | $4,212-75.6% | $3,868-73.5% | $4,660-78.0% |
| Participant deferral / active EE | $1,419 | $5,619-74.7% | $5,057-71.9% | $6,688-78.8% |
| Admin fee / account holder | $144 | $9,750-98.5% | $8,355-98.3% | $13,397-98.9% |