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 | $157,185 | $162,781-3.4% | $133,956+17.3% | $158,922-1.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 7.90% | 41.94%-34.0pp | 45.09%-37.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $985 | $4,975-80.2% | $3,919-74.9% | $4,761-79.3% |
| Participant deferral / active EE | $1,570 | $5,911-73.4% | $5,048-68.9% | $5,982-73.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |