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 | $13,317 | $54,762-75.7% | $90,281-85.2% | $72,985-81.8% |
| Participation rate | 22.6% | 65.1%-42.6pp | 73.3%-50.7pp | 69.5%-46.9pp |
| Annual return | 26.41% | 30.63%-4.2pp | 78.10%-51.7pp | 81.00%-54.6pp |
| Employer contribution / active EE | $599 | $2,092-71.4% | $2,854-79.0% | $2,440-75.5% |
| Participant deferral / active EE | $679 | $2,887-76.5% | $3,885-82.5% | $3,607-81.2% |
| Admin fee / account holder | $77 | $3,972-98.1% | $5,351-98.6% | $5,124-98.5% |