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 | $43,181 | $107,452-59.8% | $91,541-52.8% | $142,382-69.7% |
| Participation rate | 46.2% | 75.1%-28.9pp | 69.8%-23.6pp | 80.1%-34.0pp |
| Annual return | 15.12% | 22.06%-6.9pp | 20.50%-5.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $786 | $2,994-73.8% | $2,505-68.6% | $4,299-81.7% |
| Participant deferral / active EE | $784 | $4,754-83.5% | $4,008-80.4% | $6,507-88.0% |
| Admin fee / account holder | $20 | $8,834-99.8% | $6,956-99.7% | $12,624-99.8% |