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 | $41,808 | $72,012-41.9% | $185,823-77.5% | $79,858-47.6% |
| Participation rate | 56.0% | 65.8%-9.8pp | 78.0%-22.0pp | 69.6%-13.6pp |
| Annual return | 19.26% | 23.12%-3.9pp | 35.95%-16.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,571 | $1,965-20.0% | $4,087-61.6% | $2,471-36.4% |
| Participant deferral / active EE | $925 | $3,779-75.5% | $5,632-83.6% | $3,740-75.3% |
| Admin fee / account holder | $134 | $4,513-97.0% | $9,500-98.6% | $5,306-97.5% |