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 | $82,130 | $133,922-38.7% | $116,228-29.3% | $142,382-42.3% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.6%-36.1pp | 80.1%-41.7pp |
| Annual return | 48.67% | 147.76%-99.1pp | 90.06%-41.4pp | 217.08%-168.4pp |
| Employer contribution / active EE | $977 | $3,446-71.6% | $2,994-67.4% | $4,299-77.3% |
| Participant deferral / active EE | $1,037 | $5,672-81.7% | $4,953-79.1% | $6,507-84.1% |
| Admin fee / account holder | $14 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |