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 6-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 | $186,302 | $90,600+105.6% | $79,464+134.4% | $135,375+37.6% |
| Participation rate | 6.3% | 76.0%-69.8pp | 73.3%-67.1pp | 82.6%-76.4pp |
| Annual return | 38.72% | 977.43%-938.7pp | 718.14%-679.4pp | 519.73%-481.0pp |
| Employer contribution / active EE | $200 | $3,068-93.5% | $2,800-92.9% | $4,779-95.8% |
| Participant deferral / active EE | $500 | $4,050-87.7% | $3,704-86.5% | $5,609-91.1% |
| Admin fee / account holder | $252 | $5,907-95.7% | $5,113-95.1% | $10,827-97.7% |