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 8-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 | $177,142 | $69,207+156.0% | $64,056+176.5% | $139,434+27.0% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.3%-43.7pp | 80.3%-51.7pp |
| Annual return | 74.17% | 45.88%+28.3pp | 33.69%+40.5pp | 372.94%-298.8pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $151 | $4,682-96.8% | $3,880-96.1% | $6,710-97.8% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |