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 | $145,063 | $179,726-19.3% | $156,263-7.2% | $142,382+1.9% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.9%-32.2pp | 80.1%-33.5pp |
| Annual return | 16.90% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,191 | $5,069-76.5% | $4,333-72.5% | $4,299-72.3% |
| Participant deferral / active EE | $1,459 | $6,956-79.0% | $6,158-76.3% | $6,507-77.6% |
| Admin fee / account holder | $85 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |