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 | $169,376 | $183,519-7.7% | $155,509+8.9% | $145,922+16.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 14.81% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $875 | $5,313-83.5% | $4,672-81.3% | $4,660-81.2% |
| Participant deferral / active EE | $3,934 | $6,462-39.1% | $5,626-30.1% | $6,688-41.2% |
| Admin fee / account holder | $43 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |