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 | $102,580 | $64,480+59.1% | $81,382+26.0% | $80,856+26.9% |
| Participation rate | 46.7% | 63.9%-17.2pp | 69.5%-22.8pp | 67.6%-21.0pp |
| Annual return | 16.56% | 16.34%+0.2pp | 24.73%-8.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,045 | $3,094-33.9% | $3,883-47.3% | $4,296-52.4% |
| Admin fee / account holder | $21 | $5,671-99.6% | $5,768-99.6% | $6,918-99.7% |