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 | $146,178 | $116,175+25.8% | $93,606+56.2% | $152,861-4.4% |
| Participation rate | 65.2% | 78.0%-12.8pp | 75.8%-10.6pp | 82.4%-17.2pp |
| Annual return | 20.15% | 35.96%-15.8pp | 32.76%-12.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,067 | $4,603-11.6% | $4,0690% | $5,850-30.5% |
| Admin fee / account holder | $142 | $10,748-98.7% | $7,888-98.2% | $11,596-98.8% |