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 | $74,365 | $109,413-32.0% | $156,263-52.4% | $84,808-12.3% |
| Participation rate | 48.8% | 72.7%-23.9pp | 78.9%-30.1pp | 68.3%-19.5pp |
| Annual return | 19.13% | 20.18%-1.1pp | 59.47%-40.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $834 | $2,907-71.3% | $4,333-80.8% | $2,631-68.3% |
| Participant deferral / active EE | $1,336 | $4,590-70.9% | $6,158-78.3% | $4,212-68.3% |
| Admin fee / account holder | $68 | $9,357-99.3% | $14,255-99.5% | $7,344-99.1% |