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 | $32,737 | $181,894-82.0% | $156,549-79.1% | $273,961-88.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 104.34% | 30.74%+73.6pp | 32.23%+72.1pp | 41.45%+62.9pp |
| Employer contribution / active EE | $959 | $6,248-84.6% | $5,501-82.6% | $4,869-80.3% |
| Participant deferral / active EE | $3,689 | $5,550-33.5% | $4,871-24.3% | $5,287-30.2% |
| Admin fee / account holder | $85 | $15,559-99.5% | $13,027-99.3% | $10,132-99.2% |