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 | $35,681 | $80,717-55.8% | $154,803-77.0% | $84,808-57.9% |
| Participation rate | 45.7% | 66.8%-21.1pp | 78.1%-32.4pp | 68.3%-22.6pp |
| Annual return | 14.70% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $981 | $2,761-64.5% | $4,305-77.2% | $2,631-62.7% |
| Participant deferral / active EE | $731 | $3,303-77.9% | $5,540-86.8% | $4,212-82.7% |
| Admin fee / account holder | $148 | $6,746-97.8% | $14,329-99.0% | $7,344-98.0% |