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 | $145,967 | $108,919+34.0% | $100,391+45.4% | $145,9220% |
| Participation rate | 44.4% | 82.9%-38.5pp | 81.5%-37.0pp | 80.3%-35.8pp |
| Annual return | 20.13% | 57.88%-37.8pp | 49.20%-29.1pp | 561.29%-541.2pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,045 | $8,445-4.7% | $8,082-0.5% | $6,688+20.3% |
| Admin fee / account holder | $24 | $9,689-99.8% | $7,899-99.7% | $13,397-99.8% |