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 | $200,612 | $159,901+25.5% | $146,958+36.5% | $145,922+37.5% |
| Participation rate | 34.8% | 84.0%-49.2pp | 82.2%-47.4pp | 80.3%-45.5pp |
| Annual return | 9.93% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $6,329 | $5,286+19.7% | $4,933+28.3% | $4,660+35.8% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $8 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |