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 | $99,670 | $96,956+2.8% | $70,014+42.4% | $273,961-63.6% |
| Participation rate | 20.0% | 77.1%-57.1pp | 71.8%-51.8pp | 83.0%-63.0pp |
| Annual return | 7.39% | 12.93%-5.5pp | 12.99%-5.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $104 | $3,316-96.9% | $2,338-95.6% | $4,869-97.9% |
| Participant deferral / active EE | $2,184 | $3,744-41.7% | $2,931-25.5% | $5,287-58.7% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |