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 | $182,898 | $150,440+21.6% | $136,294+34.2% | $147,584+23.9% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 15.91% | 1049.08%-1033.2pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,376 | $5,256-73.8% | $4,695-70.7% | $4,876-71.8% |
| Participant deferral / active EE | $2,110 | $6,630-68.2% | $6,247-66.2% | $5,439-61.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |