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 | $88,871 | $51,175+73.7% | $70,515+26.0% | $75,163+18.2% |
| Participation rate | 49.2% | 60.9%-11.8pp | 68.3%-19.2pp | 67.2%-18.0pp |
| Annual return | 29.92% | 30.02%-0.1pp | 32.77%-2.8pp | 160.62%-130.7pp |
| Employer contribution / active EE | $879 | $1,826-51.9% | $2,973-70.4% | $2,670-67.1% |
| Participant deferral / active EE | $1 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6 | $4,091-99.9% | $6,412-99.9% | $5,651-99.9% |