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 | $88,386 | $78,705+12.3% | $117,854-25.0% | $70,131+26.0% |
| Participation rate | 56.9% | 73.2%-16.3pp | 79.7%-22.8pp | 69.5%-12.7pp |
| Annual return | 25.68% | 23.30%+2.4pp | 335.08%-309.4pp | 73.14%-47.5pp |
| Employer contribution / active EE | $501 | $2,223-77.5% | $3,786-86.8% | $2,342-78.6% |
| Participant deferral / active EE | $3,007 | $3,297-8.8% | $4,482-32.9% | $3,332-9.7% |
| Admin fee / account holder | $263 | $5,065-94.8% | $8,020-96.7% | $4,645-94.3% |