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 | $68,347 | $124,281-45.0% | $109,143-37.4% | $167,490-59.2% |
| Participation rate | 36.4% | 79.4%-43.1pp | 75.9%-39.5pp | 82.1%-45.7pp |
| Annual return | 12.90% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $903 | $4,207-78.5% | $3,722-75.7% | $4,837-81.3% |
| Participant deferral / active EE | $954 | $5,255-81.8% | $4,653-79.5% | $6,341-85.0% |
| Admin fee / account holder | $30 | $7,970-99.6% | $6,752-99.6% | $12,309-99.8% |