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 4-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 | $163,990 | $150,187+9.2% | $120,354+36.3% | $145,922+12.4% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 16.30% | 154.07%-137.8pp | 107.15%-90.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $893 | $4,348-79.5% | $3,463-74.2% | $4,660-80.8% |
| Participant deferral / active EE | $1,321 | $6,173-78.6% | $4,991-73.5% | $6,688-80.2% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |