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 | $199,521 | $165,335+20.7% | $149,696+33.3% | $158,922+25.5% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 29.09% | 348.15%-319.1pp | 276.60%-247.5pp | 302.83%-273.7pp |
| Employer contribution / active EE | $736 | $5,103-85.6% | $4,644-84.2% | $4,761-84.6% |
| Participant deferral / active EE | $4,414 | $7,181-38.5% | $6,842-35.5% | $5,982-26.2% |
| Admin fee / account holder | $60 | $10,807-99.4% | $9,309-99.4% | $11,246-99.5% |