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 | $99,183 | $156,846-36.8% | $121,098-18.1% | $139,434-28.9% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 26.10% | 1474.56%-1448.5pp | 985.75%-959.6pp | 372.94%-346.8pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,649 | $4,844+16.6% | $4,080+38.5% | $6,710-15.8% |
| Admin fee / account holder | $146 | $6,946-97.9% | $5,644-97.4% | $11,403-98.7% |