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 | $59,548 | $198,466-70.0% | $170,442-65.1% | $147,584-59.7% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 18.45% | 257.29%-238.8pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $843 | $6,184-86.4% | $5,433-84.5% | $4,876-82.7% |
| Participant deferral / active EE | $3,049 | $5,629-45.8% | $4,939-38.3% | $5,439-43.9% |
| Admin fee / account holder | $275 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |