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 | $139,152 | $181,894-23.5% | $156,549-11.1% | $273,961-49.2% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | 4.99% | 30.74%-25.8pp | 32.23%-27.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $576 | $6,248-90.8% | $5,501-89.5% | $4,869-88.2% |
| Participant deferral / active EE | $5,500 | $5,550-0.9% | $4,871+12.9% | $5,287+4.0% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |