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 | $148,470 | $209,411-29.1% | $178,490-16.8% | $158,922-6.6% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 19.23% | 188.75%-169.5pp | 151.07%-131.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $833 | $5,706-85.4% | $5,011-83.4% | $4,761-82.5% |
| Participant deferral / active EE | $3,205 | $5,954-46.2% | $5,202-38.4% | $5,982-46.4% |
| Admin fee / account holder | $30 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |