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 | $195,627 | $209,411-6.6% | $178,490+9.6% | $158,922+23.1% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 24.11% | 188.75%-164.6pp | 151.07%-127.0pp | 302.83%-278.7pp |
| Employer contribution / active EE | $885 | $5,706-84.5% | $5,011-82.3% | $4,761-81.4% |
| Participant deferral / active EE | $6,250 | $5,954+5.0% | $5,202+20.2% | $5,982+4.5% |
| Admin fee / account holder | $113 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |