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 | $230,387 | $154,365+49.2% | $130,231+76.9% | $139,434+65.2% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.3%-42.9pp | 80.3%-47.0pp |
| Annual return | 31.43% | 30.34%+1.1pp | 38.77%-7.3pp | 372.94%-341.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,500 | $8,498-11.7% | $6,799+10.3% | $6,710+11.8% |
| Admin fee / account holder | $110 | $9,214-98.8% | $6,020-98.2% | $11,403-99.0% |