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 | $96,447 | $114,047-15.4% | $96,139+0.3% | $167,490-42.4% |
| Participation rate | 41.7% | 75.1%-33.4pp | 68.4%-26.8pp | 82.1%-40.4pp |
| Annual return | 14.83% | 189.88%-175.0pp | 191.94%-177.1pp | 478.56%-463.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,894 | $5,194-63.5% | $4,349-56.5% | $6,341-70.1% |
| Admin fee / account holder | -$9 | $6,897-100.1% | $5,537-100.2% | $12,309-100.1% |