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 | $80,719 | $76,552+5.4% | $123,892-34.8% | $62,891+28.3% |
| Participation rate | 33.3% | 73.0%-39.6pp | 81.4%-48.1pp | 69.3%-36.0pp |
| Annual return | 10.38% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,044 | $2,883-63.8% | $4,617-77.4% | $2,281-54.2% |
| Participant deferral / active EE | $1,763 | $4,840-63.6% | $5,984-70.5% | $3,203-45.0% |
| Admin fee / account holder | $167 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |