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 | $78,263 | $76,367+2.5% | $93,606-16.4% | $72,985+7.2% |
| Participation rate | 55.6% | 71.7%-16.2pp | 75.8%-20.3pp | 69.5%-13.9pp |
| Annual return | 20.57% | 25.82%-5.2pp | 32.76%-12.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $214 | $2,275-90.6% | $2,718-92.1% | $2,440-91.2% |
| Participant deferral / active EE | $2,140 | $3,538-39.5% | $4,069-47.4% | $3,607-40.7% |
| Admin fee / account holder | $220 | $6,838-96.8% | $7,888-97.2% | $5,124-95.7% |