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 6-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 | $71,495 | $81,248-12.0% | $155,509-54.0% | $80,856-11.6% |
| Participation rate | 11.5% | 66.2%-54.7pp | 78.2%-66.6pp | 67.6%-56.1pp |
| Annual return | 14.33% | 33.31%-19.0pp | 64.67%-50.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $449 | $3,100-85.5% | $4,672-90.4% | $2,755-83.7% |
| Participant deferral / active EE | $855 | $3,452-75.2% | $5,626-84.8% | $4,296-80.1% |
| Admin fee / account holder | $40 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |