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 | $170,133 | $176,056-3.4% | $159,436+6.7% | $167,490+1.6% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 25.36% | 331.75%-306.4pp | 263.57%-238.2pp | 478.56%-453.2pp |
| Employer contribution / active EE | $771 | $5,297-85.4% | $4,829-84.0% | $4,837-84.1% |
| Participant deferral / active EE | $4,893 | $7,750-36.9% | $7,352-33.4% | $6,341-22.8% |
| Admin fee / account holder | $154 | $12,554-98.8% | $10,799-98.6% | $12,309-98.7% |