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 | $92,289 | $57,541+60.4% | $95,745-3.6% | $75,163+22.8% |
| Participation rate | 55.8% | 62.5%-6.7pp | 72.3%-16.4pp | 67.2%-11.4pp |
| Annual return | 15.15% | 34.93%-19.8pp | 28.35%-13.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $276 | $1,808-84.7% | $2,835-90.3% | $2,670-89.7% |
| Participant deferral / active EE | $1,480 | $3,074-51.8% | $4,245-65.1% | $4,125-64.1% |
| Admin fee / account holder | $20 | $4,099-99.5% | $5,678-99.6% | $5,651-99.6% |