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 9-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 | $106,876 | $152,509-29.9% | $117,472-9.0% | $134,475-20.5% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | 56.94% | 52.99%+3.9pp | 29.74%+27.2pp | 417.96%-361.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $57 | $4,818-98.8% | $4,070-98.6% | $6,400-99.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |