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 | $169,887 | $77,899+118.1% | $149,673+13.5% | $75,163+126.0% |
| Participation rate | 12.8% | 65.6%-52.8pp | 78.8%-65.9pp | 67.2%-54.4pp |
| Annual return | 19.80% | 31.72%-11.9pp | 134.42%-114.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,474 | $3,411-56.8% | $5,680-74.1% | $4,125-64.3% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |