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 | $179,657 | $138,065+30.1% | $123,544+45.4% | $135,375+32.7% |
| Participation rate | 22.2% | 84.7%-62.5pp | 82.3%-60.1pp | 82.6%-60.4pp |
| Annual return | 1.14% | 153.68%-152.5pp | 119.20%-118.1pp | 519.73%-518.6pp |
| Employer contribution / active EE | $809 | $5,151-84.3% | $4,628-82.5% | $4,779-83.1% |
| Participant deferral / active EE | $5,444 | $6,799-19.9% | $6,426-15.3% | $5,609-2.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |