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 | $48,431 | $59,839-19.1% | $81,983-40.9% | $79,858-39.4% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.2%-29.2pp | 69.6%-29.6pp |
| Annual return | 13.48% | 17.56%-4.1pp | 41.31%-27.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $415 | $1,713-75.8% | $2,498-83.4% | $2,471-83.2% |
| Participant deferral / active EE | $785 | $2,695-70.9% | $3,722-78.9% | $3,740-79.0% |
| Admin fee / account holder | $133 | $4,287-96.9% | $5,664-97.6% | $5,306-97.5% |