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 | $110,123 | $70,669+55.8% | $169,368-35.0% | $75,163+46.5% |
| Participation rate | 45.2% | 64.8%-19.6pp | 77.1%-32.0pp | 67.2%-22.0pp |
| Annual return | 15.85% | 36.36%-20.5pp | 405.60%-389.7pp | 160.62%-144.8pp |
| Employer contribution / active EE | $186 | $2,211-91.6% | $4,013-95.4% | $2,670-93.0% |
| Participant deferral / active EE | $2,601 | $4,311-39.7% | $6,221-58.2% | $4,125-36.9% |
| Admin fee / account holder | $255 | $5,402-95.3% | $9,003-97.2% | $5,651-95.5% |