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 | $100,152 | $144,119-30.5% | $117,854-15.0% | $147,584-32.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 15.95% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $400 | $4,896-91.8% | $3,786-89.4% | $4,876-91.8% |
| Participant deferral / active EE | $2,549 | $5,316-52.0% | $4,482-43.1% | $5,439-53.1% |
| Admin fee / account holder | $166 | $10,886-98.5% | $8,020-97.9% | $10,885-98.5% |