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 | $203,465 | $133,958+51.9% | $112,228+81.3% | $134,475+51.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -11.68% | 47.11%-58.8pp | 27.45%-39.1pp | 417.96%-429.6pp |
| Employer contribution / active EE | $625 | $4,038-84.5% | $3,635-82.8% | $4,740-86.8% |
| Participant deferral / active EE | $7,110 | $5,291+34.4% | $4,728+50.4% | $6,400+11.1% |
| Admin fee / account holder | -$99 | $7,489-101.3% | $6,410-101.5% | $11,426-100.9% |