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 | $134,627 | $202,318-33.5% | $172,739-22.1% | $152,861-11.9% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.4%-60.2pp |
| Annual return | 32.07% | 1029.65%-997.6pp | 802.84%-770.8pp | 345.32%-313.2pp |
| Employer contribution / active EE | $837 | $5,856-85.7% | $5,143-83.7% | $4,762-82.4% |
| Participant deferral / active EE | $5,556 | $5,948-6.6% | $5,198+6.9% | $5,850-5.0% |
| Admin fee / account holder | $75 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |