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 | $238,696 | $171,865+38.9% | $149,718+59.4% | $147,584+61.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 15.96% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,056 | $6,275-83.2% | $5,445-80.6% | $4,876-78.3% |
| Participant deferral / active EE | $6,133 | $7,271-15.6% | $6,569-6.6% | $5,439+12.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |