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 | $28,707 | $58,851-51.2% | $115,157-75.1% | $72,985-60.7% |
| Participation rate | 36.8% | 65.5%-28.7pp | 75.9%-39.1pp | 69.5%-32.6pp |
| Annual return | 15.90% | 23.16%-7.3pp | 35.60%-19.7pp | 81.00%-65.1pp |
| Employer contribution / active EE | $585 | $1,798-67.5% | $3,179-81.6% | $2,440-76.0% |
| Participant deferral / active EE | $722 | $2,643-72.7% | $4,168-82.7% | $3,607-80.0% |
| Admin fee / account holder | $85 | $6,370-98.7% | $7,088-98.8% | $5,124-98.3% |