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 7-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 | $51,340 | $118,450-56.7% | $98,439-47.8% | $139,434-63.2% |
| Participation rate | 35.7% | 77.4%-41.7pp | 75.2%-39.4pp | 80.3%-44.6pp |
| Annual return | 18.83% | 18.94%-0.1pp | 21.16%-2.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,113 | $3,609-69.2% | $3,048-63.5% | $4,751-76.6% |
| Participant deferral / active EE | $1,384 | $5,392-74.3% | $4,738-70.8% | $6,710-79.4% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |