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 7-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 | $37,193 | $101,724-63.4% | $164,813-77.4% | $80,856-54.0% |
| Participation rate | 28.0% | 71.8%-43.8pp | 78.6%-50.6pp | 67.6%-39.6pp |
| Annual return | 12.95% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,696 | $2,953-42.6% | $4,341-60.9% | $2,755-38.4% |
| Participant deferral / active EE | $1,810 | $4,477-59.6% | $6,031-70.0% | $4,296-57.9% |
| Admin fee / account holder | $255 | $8,227-96.9% | $12,690-98.0% | $6,918-96.3% |