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 | $200,656 | $197,591+1.6% | $177,821+12.8% | $158,922+26.3% |
| Participation rate | 28.6% | 88.5%-60.0pp | 87.7%-59.2pp | 82.0%-53.4pp |
| Annual return | 10.66% | 58.76%-48.1pp | 48.32%-37.7pp | 302.83%-292.2pp |
| Employer contribution / active EE | $271 | $6,697-95.9% | $5,918-95.4% | $4,761-94.3% |
| Participant deferral / active EE | $4,286 | $8,405-49.0% | $7,714-44.4% | $5,982-28.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |