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 | $177,948 | $49,922+256.5% | $80,569+120.9% | $75,163+136.7% |
| Participation rate | 6.8% | 55.3%-48.5pp | 67.0%-60.2pp | 67.2%-60.4pp |
| Annual return | 21.10% | 34.69%-13.6pp | 935.43%-914.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $203 | $1,698-88.1% | $2,723-92.6% | $2,670-92.4% |
| Participant deferral / active EE | $1,520 | $2,990-49.2% | $4,447-65.8% | $4,125-63.1% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |