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 | $58,264 | $98,750-41.0% | $149,696-61.1% | $79,858-27.0% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.0pp |
| Annual return | 15.33% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,170 | $3,216-63.6% | $4,644-74.8% | $2,471-52.7% |
| Participant deferral / active EE | $1,551 | $5,680-72.7% | $6,842-77.3% | $3,740-58.5% |
| Admin fee / account holder | $181 | $6,053-97.0% | $9,309-98.1% | $5,306-96.6% |