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 | $50,545 | $181,894-72.2% | $156,549-67.7% | $273,961-81.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 12.18% | 30.74%-18.6pp | 32.23%-20.0pp | 41.45%-29.3pp |
| Employer contribution / active EE | $1,291 | $6,248-79.3% | $5,501-76.5% | $4,869-73.5% |
| Participant deferral / active EE | $8,108 | $5,550+46.1% | $4,871+66.5% | $5,287+53.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |