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 | $196,593 | $112,881+74.2% | $90,951+116.2% | $158,922+23.7% |
| Participation rate | 7.1% | 74.7%-67.6pp | 69.0%-61.9pp | 82.0%-74.8pp |
| Annual return | 20.44% | 215.79%-195.3pp | 134.60%-114.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $471 | $2,893-83.7% | $2,122-77.8% | $4,761-90.1% |
| Participant deferral / active EE | $589 | $4,128-85.7% | $3,373-82.5% | $5,982-90.2% |
| Admin fee / account holder | $30 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |