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 9-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 | $65,718 | $190,805-65.6% | $159,960-58.9% | $134,475-51.1% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 59.91% | 552.23%-492.3pp | 408.60%-348.7pp | 417.96%-358.1pp |
| Employer contribution / active EE | $625 | $4,995-87.5% | $4,226-85.2% | $4,740-86.8% |
| Participant deferral / active EE | $2,083 | $6,923-69.9% | $6,182-66.3% | $6,400-67.4% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |