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 | $108,603 | $121,625-10.7% | $104,607+3.8% | $158,922-31.7% |
| Participation rate | 30.8% | 77.5%-46.8pp | 74.1%-43.3pp | 82.0%-51.2pp |
| Annual return | 246.74% | 465.26%-218.5pp | 340.46%-93.7pp | 302.83%-56.1pp |
| Employer contribution / active EE | $523 | $3,163-83.5% | $2,681-80.5% | $4,761-89.0% |
| Participant deferral / active EE | $523 | $4,177-87.5% | $3,740-86.0% | $5,982-91.3% |
| Admin fee / account holder | $110 | $7,787-98.6% | $6,473-98.3% | $11,246-99.0% |