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 10-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 | $132,715 | $58,927+125.2% | $76,817+72.8% | $72,985+81.8% |
| Participation rate | 20.7% | 67.3%-46.6pp | 72.1%-51.4pp | 69.5%-48.8pp |
| Annual return | 31.93% | 2305.64%-2273.7pp | 1166.11%-1134.2pp | 81.00%-49.1pp |
| Employer contribution / active EE | $615 | $1,787-65.6% | $2,302-73.3% | $2,440-74.8% |
| Participant deferral / active EE | $672 | $2,690-75.0% | $3,336-79.9% | $3,607-81.4% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |