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 | $79,221 | $107,334-26.2% | $92,893-14.7% | $152,861-48.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 14.05% | 145.58%-131.5pp | 109.41%-95.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $307 | $4,221-92.7% | $3,653-91.6% | $4,762-93.5% |
| Participant deferral / active EE | $1,966 | $4,845-59.4% | $4,236-53.6% | $5,850-66.4% |
| Admin fee / account holder | $293 | $7,079-95.9% | $5,794-94.9% | $11,596-97.5% |