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 | $167,132 | $144,119+16.0% | $117,854+41.8% | $147,584+13.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 79.7%-54.7pp | 82.8%-57.8pp |
| Annual return | 15.62% | 531.15%-515.5pp | 335.08%-319.5pp | 578.55%-562.9pp |
| Employer contribution / active EE | $168 | $4,896-96.6% | $3,786-95.6% | $4,876-96.6% |
| Participant deferral / active EE | $3,570 | $5,316-32.8% | $4,482-20.3% | $5,439-34.4% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |