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 | $246,891 | $80,717+205.9% | $154,803+59.5% | $84,808+191.1% |
| Participation rate | 7.5% | 66.8%-59.3pp | 78.1%-70.5pp | 68.3%-60.8pp |
| Annual return | 207.46% | 37.96%+169.5pp | 58.88%+148.6pp | 40.90%+166.6pp |
| Employer contribution / active EE | $299 | $2,761-89.2% | $4,305-93.0% | $2,631-88.6% |
| Participant deferral / active EE | $1,346 | $3,303-59.3% | $5,540-75.7% | $4,212-68.0% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |