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 7-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 | $100,143 | $64,324+55.7% | $118,925-15.8% | $79,858+25.4% |
| Participation rate | 50.0% | 64.9%-14.9pp | 75.4%-25.4pp | 69.6%-19.6pp |
| Annual return | 18.69% | 86.45%-67.8pp | 35.88%-17.2pp | 31.71%-13.0pp |
| Employer contribution / active EE | $442 | $1,836-75.9% | $3,263-86.4% | $2,471-82.1% |
| Participant deferral / active EE | $4,648 | $2,824+64.6% | $4,265+9.0% | $3,740+24.3% |
| Admin fee / account holder | $261 | $4,040-93.5% | $6,581-96.0% | $5,306-95.1% |