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 | $101,330 | $148,978-32.0% | $200,582-49.5% | $84,808+19.5% |
| Participation rate | 48.4% | 84.2%-35.8pp | 86.9%-38.5pp | 68.3%-19.9pp |
| Annual return | 16.94% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,074 | $7,142-57.0% | $9,331-67.1% | $4,212-27.0% |
| Admin fee / account holder | $6 | $13,977-100.0% | $16,305-100.0% | $7,344-99.9% |