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 | $87,159 | $53,777+62.1% | $134,143-35.0% | $79,858+9.1% |
| Participation rate | 16.0% | 58.8%-42.8pp | 72.2%-56.2pp | 69.6%-53.6pp |
| Annual return | 11.32% | 19.01%-7.7pp | 36.33%-25.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $661 | $2,420-72.7% | $3,499-81.1% | $3,740-82.3% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |