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 | $77,296 | $111,754-30.8% | $103,333-25.2% | $145,922-47.0% |
| Participation rate | 23.5% | 77.9%-54.4pp | 74.5%-51.0pp | 80.3%-56.7pp |
| Annual return | 12.92% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,255 | $4,212-70.2% | $3,868-67.6% | $4,660-73.1% |
| Participant deferral / active EE | $1,511 | $5,619-73.1% | $5,057-70.1% | $6,688-77.4% |
| Admin fee / account holder | $50 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |