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 | $65,135 | $43,723+49.0% | $121,196-46.3% | $64,186+1.5% |
| Participation rate | 29.6% | 58.3%-28.7pp | 71.7%-42.1pp | 69.6%-39.9pp |
| Annual return | 61.33% | 68.91%-7.6pp | 16.93%+44.4pp | 7.63%+53.7pp |
| Employer contribution / active EE | $422 | $1,296-67.5% | $4,022-89.5% | $2,381-82.3% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |