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 | $234,659 | $109,327+114.6% | $89,391+162.5% | $158,922+47.7% |
| Participation rate | 16.7% | 74.3%-57.6pp | 68.0%-51.3pp | 82.0%-65.3pp |
| Annual return | 40.24% | 345.68%-305.4pp | 245.62%-205.4pp | 302.83%-262.6pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $450 | $4,598-90.2% | $3,890-88.4% | $5,982-92.5% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |