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 | $111,660 | $62,672+78.2% | $185,117-39.7% | $70,131+59.2% |
| Participation rate | 7.1% | 63.8%-56.6pp | 77.3%-70.1pp | 69.5%-62.4pp |
| Annual return | 13.94% | 40.79%-26.8pp | 40.50%-26.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $601 | $1,753-65.7% | $4,182-85.6% | $2,342-74.4% |
| Participant deferral / active EE | $857 | $3,272-73.8% | $5,045-83.0% | $3,332-74.3% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |