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 | $93,021 | $202,432-54.0% | $169,368-45.1% | $139,434-33.3% |
| Participation rate | 54.5% | 81.1%-26.5pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 27.05% | 531.74%-504.7pp | 405.60%-378.6pp | 372.94%-345.9pp |
| Employer contribution / active EE | $904 | $4,692-80.7% | $4,013-77.5% | $4,751-81.0% |
| Participant deferral / active EE | $938 | $6,938-86.5% | $6,221-84.9% | $6,710-86.0% |
| Admin fee / account holder | $170 | $10,708-98.4% | $9,003-98.1% | $11,403-98.5% |