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 | $28,287 | $99,341-71.5% | $84,750-66.6% | $273,961-89.7% |
| Participation rate | 27.3% | 80.7%-53.4pp | 76.6%-49.3pp | 83.0%-55.7pp |
| Annual return | 6.81% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $286 | $4,269-93.3% | $3,712-92.3% | $5,287-94.6% |
| Admin fee / account holder | $25 | $6,644-99.6% | $5,332-99.5% | $10,132-99.7% |