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 | $180,185 | $175,202+2.8% | $149,673+20.4% | $139,434+29.2% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 14.74% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $532 | $5,474-90.3% | $4,818-89.0% | $4,751-88.8% |
| Participant deferral / active EE | $4,375 | $6,519-32.9% | $5,680-23.0% | $6,710-34.8% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |