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 | $145,925 | $150,440-3.0% | $136,294+7.1% | $147,584-1.1% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 22.48% | 1049.08%-1026.6pp | 5155.94%-5133.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $559 | $5,256-89.4% | $4,695-88.1% | $4,876-88.5% |
| Participant deferral / active EE | $2,772 | $6,630-58.2% | $6,247-55.6% | $5,439-49.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |