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 | $125,911 | $165,335-23.8% | $149,696-15.9% | $158,922-20.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.17% | 348.15%-337.0pp | 276.60%-265.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $539 | $5,103-89.4% | $4,644-88.4% | $4,761-88.7% |
| Participant deferral / active EE | $6,952 | $7,181-3.2% | $6,842+1.6% | $5,982+16.2% |
| Admin fee / account holder | $213 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |