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 | $79,590 | $100,773-21.0% | $88,946-10.5% | $142,382-44.1% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 13.40% | 70.18%-56.8pp | 57.82%-44.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $600 | $2,918-79.4% | $2,555-76.5% | $4,299-86.0% |
| Participant deferral / active EE | $750 | $5,230-85.7% | $4,581-83.6% | $6,507-88.5% |
| Admin fee / account holder | $290 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |