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 | $131,027 | $185,822-29.5% | $169,993-22.9% | $139,434-6.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 15.92% | 60.50%-44.6pp | 53.37%-37.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,300 | $7,590-82.9% | $6,785-80.8% | $4,751-72.6% |
| Participant deferral / active EE | $6,406 | $11,622-44.9% | $10,408-38.4% | $6,710-4.5% |
| Admin fee / account holder | $17 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |