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 | $111,414 | $93,571+19.1% | $135,903-18.0% | $75,163+48.2% |
| Participation rate | 68.3% | 75.2%-6.9pp | 81.9%-13.6pp | 67.2%+1.1pp |
| Annual return | 16.09% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,099 | $3,537-68.9% | $4,856-77.4% | $2,670-58.8% |
| Participant deferral / active EE | $2,200 | $6,404-65.6% | $7,758-71.6% | $4,125-46.7% |
| Admin fee / account holder | $283 | $6,975-95.9% | $10,762-97.4% | $5,651-95.0% |