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 | $61,176 | $133,922-54.3% | $116,228-47.4% | $142,382-57.0% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.6%-59.6pp | 80.1%-65.1pp |
| Annual return | 14.52% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $538 | $5,672-90.5% | $4,953-89.1% | $6,507-91.7% |
| Admin fee / account holder | $102 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |