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 | $138,573 | $100,754+37.5% | $86,677+59.9% | $134,475+3.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -18.87% | 29.04%-47.9pp | 35.91%-54.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $392 | $3,489-88.8% | $2,836-86.2% | $4,740-91.7% |
| Participant deferral / active EE | $1,944 | $5,338-63.6% | $4,656-58.3% | $6,400-69.6% |
| Admin fee / account holder | $77 | $10,926-99.3% | $7,493-99.0% | $11,426-99.3% |