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 | $123,394 | $96,305+28.1% | $80,569+53.2% | $139,434-11.5% |
| Participation rate | 21.1% | 73.6%-52.6pp | 67.0%-45.9pp | 80.3%-59.3pp |
| Annual return | 17.73% | 1350.08%-1332.4pp | 935.43%-917.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $451 | $3,262-86.2% | $2,723-83.4% | $4,751-90.5% |
| Participant deferral / active EE | $467 | $5,232-91.1% | $4,447-89.5% | $6,710-93.0% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |