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 | $85,848 | $58,512+46.7% | $84,015+2.2% | $72,985+17.6% |
| Participation rate | 64.1% | 61.2%+2.9pp | 69.0%-4.9pp | 69.5%-5.4pp |
| Annual return | 28.28% | 28.93%-0.6pp | 71.31%-43.0pp | 81.00%-52.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,915 | $2,394+21.8% | $3,239-10.0% | $3,607-19.2% |
| Admin fee / account holder | $171 | $4,569-96.3% | $6,101-97.2% | $5,124-96.7% |