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 | $95,088 | $68,346+39.1% | $94,646+0.5% | $75,163+26.5% |
| Participation rate | 37.8% | 76.1%-38.3pp | 80.8%-43.1pp | 67.2%-29.4pp |
| Annual return | 18.03% | 616.93%-598.9pp | 156.71%-138.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $747 | $2,701-72.3% | $3,672-79.7% | $2,670-72.0% |
| Participant deferral / active EE | $528 | $6,537-91.9% | $7,418-92.9% | $4,125-87.2% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,231-100.0% | $5,651-100.0% |