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 | $125,397 | $117,983+6.3% | $101,794+23.2% | $142,382-11.9% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.2%-6.0pp | 80.1%-17.0pp |
| Annual return | 15.20% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $548 | $2,773-80.2% | $2,289-76.0% | $4,299-87.2% |
| Participant deferral / active EE | $742 | $4,714-84.3% | $4,084-81.8% | $6,507-88.6% |
| Admin fee / account holder | $38 | $10,433-99.6% | $8,777-99.6% | $12,624-99.7% |