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 | $47,289 | $157,256-69.9% | $141,162-66.5% | $152,861-69.1% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.4%-27.9pp |
| Annual return | 19.26% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $995 | $5,261-81.1% | $4,735-79.0% | $4,762-79.1% |
| Participant deferral / active EE | $1,895 | $7,109-73.3% | $6,709-71.7% | $5,850-67.6% |
| Admin fee / account holder | $107 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |