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 | $216,523 | $58,927+267.4% | $76,817+181.9% | $72,985+196.7% |
| Participation rate | 14.3% | 67.3%-53.1pp | 72.1%-57.8pp | 69.5%-55.2pp |
| Annual return | 31.98% | 2305.64%-2273.7pp | 1166.11%-1134.1pp | 81.00%-49.0pp |
| Employer contribution / active EE | $361 | $1,787-79.8% | $2,302-84.3% | $2,440-85.2% |
| Participant deferral / active EE | $1,018 | $2,690-62.2% | $3,336-69.5% | $3,607-71.8% |
| Admin fee / account holder | $173 | $4,013-95.7% | $6,420-97.3% | $5,124-96.6% |