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 | $129,188 | $115,770+11.6% | $101,248+27.6% | $158,922-18.7% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 12.88% | 56.14%-43.3pp | 46.47%-33.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $611 | $4,175-85.4% | $3,660-83.3% | $4,761-87.2% |
| Participant deferral / active EE | $1,525 | $4,957-69.2% | $4,370-65.1% | $5,982-74.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |