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 | $221,718 | $165,335+34.1% | $149,696+48.1% | $158,922+39.5% |
| Participation rate | 9.1% | 84.6%-75.5pp | 82.5%-73.4pp | 82.0%-72.9pp |
| Annual return | 22.60% | 348.15%-325.6pp | 276.60%-254.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,036 | $5,103-79.7% | $4,644-77.7% | $4,761-78.2% |
| Participant deferral / active EE | $1,773 | $7,181-75.3% | $6,842-74.1% | $5,982-70.4% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |