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 | $119,771 | $175,202-31.6% | $149,673-20.0% | $139,434-14.1% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 15.05% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $658 | $5,474-88.0% | $4,818-86.3% | $4,751-86.2% |
| Participant deferral / active EE | $3,516 | $6,519-46.1% | $5,680-38.1% | $6,710-47.6% |
| Admin fee / account holder | $167 | $16,150-99.0% | $13,210-98.7% | $11,403-98.5% |