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 | $95,945 | $78,705+21.9% | $117,854-18.6% | $70,131+36.8% |
| Participation rate | 59.4% | 73.2%-13.8pp | 79.7%-20.3pp | 69.5%-10.2pp |
| Annual return | 21.96% | 23.30%-1.3pp | 335.08%-313.1pp | 73.14%-51.2pp |
| Employer contribution / active EE | $423 | $2,223-81.0% | $3,786-88.8% | $2,342-81.9% |
| Participant deferral / active EE | $4,616 | $3,297+40.0% | $4,482+3.0% | $3,332+38.5% |
| Admin fee / account holder | $121 | $5,065-97.6% | $8,020-98.5% | $4,645-97.4% |