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 | $195,095 | $209,411-6.8% | $178,490+9.3% | $158,922+22.8% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 14.80% | 188.75%-173.9pp | 151.07%-136.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $949 | $5,706-83.4% | $5,011-81.1% | $4,761-80.1% |
| Participant deferral / active EE | $4,175 | $5,954-29.9% | $5,202-19.7% | $5,982-30.2% |
| Admin fee / account holder | $115 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |