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 | $170,216 | $127,065+34.0% | $113,168+50.4% | $142,382+19.5% |
| Participation rate | 61.1% | 79.2%-18.1pp | 76.6%-15.5pp | 80.1%-19.0pp |
| Annual return | 479.06% | 24.03%+455.0pp | 24.27%+454.8pp | 217.08%+262.0pp |
| Employer contribution / active EE | $1,397 | $3,442-59.4% | $2,975-53.0% | $4,299-67.5% |
| Participant deferral / active EE | $1,606 | $5,716-71.9% | $5,107-68.6% | $6,507-75.3% |
| Admin fee / account holder | $82 | $15,736-99.5% | $12,068-99.3% | $12,624-99.3% |