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 9-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 | $120,331 | $112,096+7.3% | $95,952+25.4% | $158,922-24.3% |
| Participation rate | 20.0% | 79.0%-59.0pp | 77.1%-57.1pp | 82.0%-62.0pp |
| Annual return | 20.47% | 171.09%-150.6pp | 91.61%-71.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,002 | $3,198-68.7% | $2,541-60.6% | $4,761-79.0% |
| Participant deferral / active EE | $1,000 | $4,784-79.1% | $4,167-76.0% | $5,982-83.3% |
| Admin fee / account holder | $140 | $10,130-98.6% | $6,795-97.9% | $11,246-98.8% |