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 | $123,170 | $109,817+12.2% | $98,442+25.1% | $167,490-26.5% |
| Participation rate | 43.8% | 75.8%-32.1pp | 73.3%-29.6pp | 82.1%-38.4pp |
| Annual return | 16.94% | 1956.69%-1939.8pp | 1492.73%-1475.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $150 | $3,224-95.4% | $2,960-94.9% | $4,837-96.9% |
| Participant deferral / active EE | $3,741 | $4,673-20.0% | $4,276-12.5% | $6,341-41.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |