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 | $145,992 | $124,281+17.5% | $109,143+33.8% | $167,490-12.8% |
| Participation rate | 54.5% | 79.4%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 10.19% | 26.04%-15.8pp | 25.75%-15.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $663 | $4,207-84.2% | $3,722-82.2% | $4,837-86.3% |
| Participant deferral / active EE | $1,653 | $5,255-68.5% | $4,653-64.5% | $6,341-73.9% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |