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 | $141,359 | $214,378-34.1% | $200,582-29.5% | $142,382-0.7% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 14.71% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $993 | $6,841-85.5% | $6,419-84.5% | $4,299-76.9% |
| Participant deferral / active EE | $4,873 | $9,865-50.6% | $9,331-47.8% | $6,507-25.1% |
| Admin fee / account holder | $183 | $17,692-99.0% | $16,305-98.9% | $12,624-98.5% |