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 | $46,924 | $53,516-12.3% | $126,539-62.9% | $84,808-44.7% |
| Participation rate | 23.1% | 58.2%-35.2pp | 69.8%-46.7pp | 68.3%-45.2pp |
| Annual return | 19.98% | 58.34%-38.4pp | 425.95%-406.0pp | 40.90%-20.9pp |
| Employer contribution / active EE | $178 | $1,535-88.4% | $3,674-95.1% | $2,631-93.2% |
| Participant deferral / active EE | $1,139 | $2,671-57.4% | $4,083-72.1% | $4,212-73.0% |
| Admin fee / account holder | $251 | $4,497-94.4% | $6,065-95.9% | $7,344-96.6% |