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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,257 | $84,696+45.5% | $75,696+62.8% | $167,490-26.4% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.8%-62.3pp | 82.1%-69.6pp |
| Annual return | 24.20% | 199.36%-175.2pp | 104.53%-80.3pp | 478.56%-454.4pp |
| Employer contribution / active EE | $182 | $3,230-94.4% | $2,743-93.4% | $4,837-96.2% |
| Participant deferral / active EE | $2,083 | $4,580-54.5% | $3,821-45.5% | $6,341-67.1% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |