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 | $47,122 | $198,466-76.3% | $170,442-72.4% | $147,584-68.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 79.56% | 257.29%-177.7pp | 205.93%-126.4pp | 578.55%-499.0pp |
| Employer contribution / active EE | $1,216 | $6,184-80.3% | $5,433-77.6% | $4,876-75.1% |
| Participant deferral / active EE | $6,744 | $5,629+19.8% | $4,939+36.5% | $5,439+24.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |