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 | $60,397 | $157,256-61.6% | $141,162-57.2% | $152,861-60.5% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.4%-62.4pp |
| Annual return | 37.15% | 64.32%-27.2pp | 71.39%-34.2pp | 345.32%-308.2pp |
| Employer contribution / active EE | $854 | $5,261-83.8% | $4,735-82.0% | $4,762-82.1% |
| Participant deferral / active EE | $3,800 | $7,109-46.5% | $6,709-43.4% | $5,850-35.0% |
| Admin fee / account holder | $45 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |