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 | $91,653 | $228,332-59.9% | $185,823-50.7% | $158,922-42.3% |
| Participation rate | 47.4% | 82.3%-34.9pp | 78.0%-30.7pp | 82.0%-34.6pp |
| Annual return | 18.31% | 40.80%-22.5pp | 35.95%-17.6pp | 302.83%-284.5pp |
| Employer contribution / active EE | $708 | $4,967-85.7% | $4,087-82.7% | $4,761-85.1% |
| Participant deferral / active EE | $904 | $6,415-85.9% | $5,632-83.9% | $5,982-84.9% |
| Admin fee / account holder | $230 | $11,864-98.1% | $9,500-97.6% | $11,246-98.0% |