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 5-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 | $82,315 | $86,929-5.3% | $102,423-19.6% | $80,856+1.8% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 11.50% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,262 | $2,369-46.7% | $3,023-58.3% | $2,755-54.2% |
| Participant deferral / active EE | $1,545 | $4,118-62.5% | $5,053-69.4% | $4,296-64.0% |
| Admin fee / account holder | $172 | $8,049-97.9% | $9,451-98.2% | $6,918-97.5% |