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 7-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 | $226,121 | $117,841+91.9% | $102,423+120.8% | $145,922+55.0% |
| Participation rate | 9.1% | 78.6%-69.5pp | 76.5%-67.4pp | 80.3%-71.2pp |
| Annual return | 9.88% | 31.65%-21.8pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $358 | $3,615-90.1% | $3,023-88.2% | $4,660-92.3% |
| Participant deferral / active EE | $2,112 | $5,731-63.2% | $5,053-58.2% | $6,688-68.4% |
| Admin fee / account holder | $207 | $13,326-98.4% | $9,451-97.8% | $13,397-98.5% |