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 | $132,313 | $86,286+53.3% | $111,297+18.9% | $85,850+54.1% |
| Participation rate | 37.0% | 73.3%-36.4pp | 77.3%-40.4pp | 69.3%-32.4pp |
| Annual return | 17.08% | 19.99%-2.9pp | 54.65%-37.6pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2,094 | $2,043+2.5% | $2,731-23.3% | $2,565-18.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $27 | $8,188-99.7% | $7,964-99.7% | $6,260-99.6% |