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 | $243,826 | $53,516+355.6% | $126,539+92.7% | $84,808+187.5% |
| Participation rate | 10.0% | 58.2%-48.2pp | 69.8%-59.8pp | 68.3%-58.3pp |
| Annual return | 16.23% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $184 | $1,535-88.0% | $3,674-95.0% | $2,631-93.0% |
| Participant deferral / active EE | $1,113 | $2,671-58.3% | $4,083-72.7% | $4,212-73.6% |
| Admin fee / account holder | $17 | $4,497-99.6% | $6,065-99.7% | $7,344-99.8% |