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 | $33,415 | $94,752-64.7% | $112,887-70.4% | $139,434-76.0% |
| Participation rate | 57.1% | 81.3%-24.1pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 13.35% | 40.88%-27.5pp | 34.10%-20.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,584 | $6,512-75.7% | $6,513-75.7% | $6,710-76.4% |
| Admin fee / account holder | $271 | $8,527-96.8% | $7,047-96.2% | $11,403-97.6% |