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 | $73,953 | $72,277+2.3% | $101,248-27.0% | $79,858-7.4% |
| Participation rate | 21.9% | 68.5%-46.6pp | 75.8%-53.9pp | 69.6%-47.8pp |
| Annual return | 23.15% | 22.30%+0.9pp | 46.47%-23.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $218 | $3,282-93.3% | $4,370-95.0% | $3,740-94.2% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |