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 | $36,490 | $54,541-33.1% | $78,778-53.7% | $70,131-48.0% |
| Participation rate | 24.3% | 60.8%-36.5pp | 69.2%-44.9pp | 69.5%-45.3pp |
| Annual return | 25.97% | 21.07%+4.9pp | 35.62%-9.6pp | 73.14%-47.2pp |
| Employer contribution / active EE | $294 | $1,089-73.0% | $1,986-85.2% | $2,342-87.4% |
| Participant deferral / active EE | $850 | $2,210-61.5% | $2,958-71.3% | $3,332-74.5% |
| Admin fee / account holder | $116 | $3,709-96.9% | $5,134-97.7% | $4,645-97.5% |