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 | $156,201 | $217,402-28.2% | $185,823-15.9% | $167,490-6.7% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 9.28% | 148.36%-139.1pp | 122.05%-112.8pp | 478.56%-469.3pp |
| Employer contribution / active EE | $999 | $5,873-83.0% | $5,167-80.7% | $4,837-79.3% |
| Participant deferral / active EE | $6,500 | $6,356+2.3% | $5,568+16.7% | $6,341+2.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |