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 | $106,872 | $103,376+3.4% | $87,100+22.7% | $152,861-30.1% |
| Participation rate | 64.3% | 79.3%-15.1pp | 76.9%-12.6pp | 82.4%-18.2pp |
| Annual return | 18.76% | 28.10%-9.3pp | 28.19%-9.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,315 | $3,220-59.2% | $2,521-47.9% | $4,762-72.4% |
| Participant deferral / active EE | $1,391 | $4,778-70.9% | $4,049-65.6% | $5,850-76.2% |
| Admin fee / account holder | $53 | $12,205-99.6% | $7,497-99.3% | $11,596-99.5% |