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 | $75,153 | $202,318-62.9% | $172,739-56.5% | $152,861-50.8% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.4%-14.0pp |
| Annual return | 14.49% | 1029.65%-1015.2pp | 802.84%-788.4pp | 345.32%-330.8pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,087 | $5,948-48.1% | $5,198-40.6% | $5,850-47.2% |
| Admin fee / account holder | $7 | $17,109-100.0% | $13,954-100.0% | $11,596-99.9% |