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 | $114,465 | $106,890+7.1% | $84,015+36.2% | $152,861-25.1% |
| Participation rate | 34.8% | 75.2%-40.5pp | 69.0%-34.2pp | 82.4%-47.7pp |
| Annual return | 22.71% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,616 | $4,011-59.7% | $3,239-50.1% | $5,850-72.4% |
| Admin fee / account holder | $50 | $8,285-99.4% | $6,101-99.2% | $11,596-99.6% |