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 | $112,611 | $150,440-25.1% | $136,294-17.4% | $147,584-23.7% |
| Participation rate | 53.3% | 84.4%-31.1pp | 81.9%-28.6pp | 82.8%-29.5pp |
| Annual return | 19.93% | 1049.08%-1029.2pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $800 | $5,256-84.8% | $4,695-83.0% | $4,876-83.6% |
| Participant deferral / active EE | $3,170 | $6,630-52.2% | $6,247-49.2% | $5,439-41.7% |
| Admin fee / account holder | $97 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |