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 | $43,458 | $197,591-78.0% | $177,821-75.6% | $158,922-72.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 14.10% | 58.76%-44.7pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,827 | $6,697-72.7% | $5,918-69.1% | $4,761-61.6% |
| Participant deferral / active EE | $1,911 | $8,405-77.3% | $7,714-75.2% | $5,982-68.1% |
| Admin fee / account holder | $19 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |