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 | $35,883 | $163,101-78.0% | $136,749-73.8% | $142,382-74.8% |
| Participation rate | 22.2% | 78.2%-56.0pp | 72.1%-49.9pp | 80.1%-57.9pp |
| Annual return | 14.39% | 27.54%-13.2pp | 24.33%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $553 | $5,585-90.1% | $4,692-88.2% | $6,507-91.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |