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 | $106,635 | $157,256-32.2% | $141,162-24.5% | $152,861-30.2% |
| Participation rate | 36.4% | 84.8%-48.5pp | 82.5%-46.1pp | 82.4%-46.1pp |
| Annual return | 19.53% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $801 | $5,261-84.8% | $4,735-83.1% | $4,762-83.2% |
| Participant deferral / active EE | $2,783 | $7,109-60.9% | $6,709-58.5% | $5,850-52.4% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |