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 | $131,742 | $103,376+27.4% | $87,100+51.3% | $152,861-13.8% |
| Participation rate | 36.4% | 79.3%-43.0pp | 76.9%-40.5pp | 82.4%-46.1pp |
| Annual return | 23.08% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.2pp |
| Employer contribution / active EE | $432 | $3,220-86.6% | $2,521-82.9% | $4,762-90.9% |
| Participant deferral / active EE | $3,412 | $4,778-28.6% | $4,049-15.7% | $5,850-41.7% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |