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 | $196,542 | $117,841+66.8% | $102,423+91.9% | $145,922+34.7% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 31.51% | 31.65%-0.1pp | 29.32%+2.2pp | 561.29%-529.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $314 | $5,731-94.5% | $5,053-93.8% | $6,688-95.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |