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 | $75,712 | $67,606+12.0% | $82,313-8.0% | $70,131+8.0% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.9%-7.1pp | 69.5%+0.2pp |
| Annual return | 16.14% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $316 | $1,755-82.0% | $2,428-87.0% | $2,342-86.5% |
| Participant deferral / active EE | $2,922 | $2,987-2.2% | $3,706-21.2% | $3,332-12.3% |
| Admin fee / account holder | $174 | $4,512-96.1% | $5,608-96.9% | $4,645-96.2% |