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 | $72,384 | $109,413-33.8% | $156,263-53.7% | $84,808-14.6% |
| Participation rate | 41.9% | 72.7%-30.8pp | 78.9%-37.0pp | 68.3%-26.5pp |
| Annual return | 15.94% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,874 | $4,590-59.2% | $6,158-69.6% | $4,212-55.5% |
| Admin fee / account holder | $4 | $9,357-100.0% | $14,255-100.0% | $7,344-99.9% |