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 | $82,606 | $106,890-22.7% | $84,015-1.7% | $152,861-46.0% |
| Participation rate | 21.4% | 75.2%-53.8pp | 69.0%-47.6pp | 82.4%-61.0pp |
| Annual return | 71.75% | 104.99%-33.2pp | 71.31%+0.4pp | 345.32%-273.6pp |
| Employer contribution / active EE | $519 | $2,734-81.0% | $1,983-73.9% | $4,762-89.1% |
| Participant deferral / active EE | $831 | $4,011-79.3% | $3,239-74.3% | $5,850-85.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |