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 | $46,228 | $53,777-14.0% | $134,143-65.5% | $79,858-42.1% |
| Participation rate | 35.4% | 58.8%-23.4pp | 72.2%-36.8pp | 69.6%-34.2pp |
| Annual return | 21.25% | 19.01%+2.2pp | 36.33%-15.1pp | 31.71%-10.5pp |
| Employer contribution / active EE | $258 | $1,321-80.5% | $3,704-93.0% | $2,471-89.6% |
| Participant deferral / active EE | $801 | $2,420-66.9% | $3,499-77.1% | $3,740-78.6% |
| Admin fee / account holder | $294 | $3,984-92.6% | $6,684-95.6% | $5,306-94.5% |