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 | $99,484 | $201,272-50.6% | $184,203-46.0% | $145,922-31.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 23.62% | 29.00%-5.4pp | 28.81%-5.2pp | 561.29%-537.7pp |
| Employer contribution / active EE | $1,418 | $7,022-79.8% | $6,427-77.9% | $4,660-69.6% |
| Participant deferral / active EE | $5,234 | $9,806-46.6% | $9,131-42.7% | $6,688-21.7% |
| Admin fee / account holder | $45 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |