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 | $178,160 | $110,257+61.6% | $96,544+84.5% | $139,434+27.8% |
| Participation rate | 61.1% | 78.1%-17.0pp | 76.0%-14.9pp | 80.3%-19.2pp |
| Annual return | 14.15% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,487 | $5,548-55.2% | $4,851-48.7% | $6,710-62.9% |
| Admin fee / account holder | $7 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |