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 | $161,485 | $133,922+20.6% | $116,228+38.9% | $142,382+13.4% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.6%-30.1pp | 80.1%-35.7pp |
| Annual return | 12.83% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.2pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $422 | $5,672-92.6% | $4,953-91.5% | $6,507-93.5% |
| Admin fee / account holder | $15 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |