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 | $84,707 | $104,974-19.3% | $95,585-11.4% | $142,382-40.5% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 16.47% | 210.33%-193.9pp | 38.56%-22.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $444 | $2,779-84.0% | $2,527-82.4% | $4,299-89.7% |
| Participant deferral / active EE | $460 | $4,352-89.4% | $4,023-88.6% | $6,507-92.9% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |