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 | $105,565 | $209,832-49.7% | $189,513-44.3% | $167,490-37.0% |
| Participation rate | 53.3% | 88.7%-35.3pp | 87.8%-34.5pp | 82.1%-28.8pp |
| Annual return | 15.91% | 748.27%-732.4pp | 555.15%-539.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,892 | $6,914-72.6% | $6,162-69.3% | $4,837-60.9% |
| Participant deferral / active EE | $3,248 | $8,935-63.6% | $8,221-60.5% | $6,341-48.8% |
| Admin fee / account holder | $162 | $14,293-98.9% | $12,045-98.7% | $12,309-98.7% |