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 | $163,852 | $109,881+49.1% | $150,045+9.2% | $84,808+93.2% |
| Participation rate | 65.4% | 76.1%-10.7pp | 82.3%-16.9pp | 68.3%-2.9pp |
| Annual return | 17.00% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,443 | $3,561-31.4% | $4,693-47.9% | $2,631-7.1% |
| Participant deferral / active EE | $1,801 | $6,636-72.9% | $7,997-77.5% | $4,212-57.2% |
| Admin fee / account holder | $204 | $8,568-97.6% | $13,435-98.5% | $7,344-97.2% |