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 | $83,217 | $202,318-58.9% | $172,739-51.8% | $152,861-45.6% |
| Participation rate | 35.7% | 87.1%-51.3pp | 82.6%-46.9pp | 82.4%-46.7pp |
| Annual return | 24.76% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,058 | $5,856-81.9% | $5,143-79.4% | $4,762-77.8% |
| Participant deferral / active EE | $2,260 | $5,948-62.0% | $5,198-56.5% | $5,850-61.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |