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 | $48,286 | $58,512-17.5% | $84,015-42.5% | $72,985-33.8% |
| Participation rate | 17.0% | 61.2%-44.2pp | 69.0%-52.0pp | 69.5%-52.5pp |
| Annual return | 19.96% | 28.93%-9.0pp | 71.31%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $958 | $2,394-60.0% | $3,239-70.4% | $3,607-73.4% |
| Admin fee / account holder | $185 | $4,569-95.9% | $6,101-97.0% | $5,124-96.4% |