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 | $119,608 | $209,411-42.9% | $178,490-33.0% | $158,922-24.7% |
| Participation rate | 23.1% | 86.3%-63.3pp | 81.9%-58.8pp | 82.0%-58.9pp |
| Annual return | 18.86% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,031 | $5,706-81.9% | $5,011-79.4% | $4,761-78.3% |
| Participant deferral / active EE | $2,760 | $5,954-53.6% | $5,202-46.9% | $5,982-53.9% |
| Admin fee / account holder | -$200 | $17,074-101.2% | $13,984-101.4% | $11,246-101.8% |