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 | $102,156 | $72,012+41.9% | $185,823-45.0% | $79,858+27.9% |
| Participation rate | 40.0% | 65.8%-25.8pp | 78.0%-38.0pp | 69.6%-29.6pp |
| Annual return | 22.65% | 23.12%-0.5pp | 35.95%-13.3pp | 31.71%-9.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,958 | $3,779-48.2% | $5,632-65.2% | $3,740-47.6% |
| Admin fee / account holder | $1 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |