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 | $180,352 | $89,355+101.8% | $141,162+27.8% | $72,985+147.1% |
| Participation rate | 46.2% | 75.1%-29.0pp | 82.5%-36.3pp | 69.5%-23.3pp |
| Annual return | 27.34% | 111.85%-84.5pp | 71.39%-44.0pp | 81.00%-53.7pp |
| Employer contribution / active EE | $360 | $3,114-88.5% | $4,735-92.4% | $2,440-85.3% |
| Participant deferral / active EE | $3,595 | $5,418-33.6% | $6,709-46.4% | $3,607-0.3% |
| Admin fee / account holder | $10 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |