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 | $163,969 | $91,037+80.1% | $71,671+128.8% | $147,584+11.1% |
| Participation rate | 15.4% | 76.1%-60.7pp | 68.7%-53.4pp | 82.8%-67.4pp |
| Annual return | 17.36% | 20.48%-3.1pp | 20.65%-3.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $369 | $3,327-88.9% | $2,460-85.0% | $4,876-92.4% |
| Participant deferral / active EE | $2,957 | $4,498-34.3% | $3,438-14.0% | $5,439-45.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |