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 | $80,021 | $52,580+52.2% | $71,671+11.6% | $70,131+14.1% |
| Participation rate | 62.5% | 60.9%+1.6pp | 68.7%-6.2pp | 69.5%-7.0pp |
| Annual return | 18.15% | 20.25%-2.1pp | 20.65%-2.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,738 | $2,386+56.7% | $3,438+8.7% | $3,332+12.2% |
| Admin fee / account holder | $245 | $3,653-93.3% | $5,558-95.6% | $4,645-94.7% |