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 | $81,213 | $114,381-29.0% | $107,525-24.5% | $142,382-43.0% |
| Participation rate | 27.3% | 78.1%-50.9pp | 75.1%-47.8pp | 80.1%-52.8pp |
| Annual return | 18.27% | 242.71%-224.4pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,085 | $4,015-73.0% | $3,754-71.1% | $4,299-74.8% |
| Participant deferral / active EE | $1,159 | $5,564-79.2% | $5,116-77.3% | $6,507-82.2% |
| Admin fee / account holder | $173 | $9,860-98.2% | $8,919-98.1% | $12,624-98.6% |