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 5-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 | $125,132 | $109,982+13.8% | $97,226+28.7% | $145,922-14.2% |
| Participation rate | 14.3% | 75.9%-61.7pp | 72.7%-58.4pp | 80.3%-66.0pp |
| Annual return | 25.62% | 242.90%-217.3pp | 75.13%-49.5pp | 561.29%-535.7pp |
| Employer contribution / active EE | $129 | $3,084-95.8% | $2,729-95.3% | $4,660-97.2% |
| Participant deferral / active EE | $2,143 | $4,676-54.2% | $4,264-49.7% | $6,688-68.0% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |