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 | $46,106 | $99,985-53.9% | $146,665-68.6% | $85,850-46.3% |
| Participation rate | 32.1% | 73.1%-41.0pp | 80.1%-48.0pp | 69.3%-37.2pp |
| Annual return | 11.30% | 18.93%-7.6pp | 22.74%-11.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $590 | $4,006-85.3% | $5,506-89.3% | $3,952-85.1% |
| Admin fee / account holder | $211 | $7,702-97.3% | $10,280-98.0% | $6,260-96.6% |