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 | $73,480 | $116,175-36.8% | $93,606-21.5% | $152,861-51.9% |
| Participation rate | 30.0% | 78.0%-48.0pp | 75.8%-45.8pp | 82.4%-52.4pp |
| Annual return | 25.39% | 35.96%-10.6pp | 32.76%-7.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $530 | $3,218-83.5% | $2,718-80.5% | $4,762-88.9% |
| Participant deferral / active EE | $1,622 | $4,603-64.8% | $4,069-60.1% | $5,850-72.3% |
| Admin fee / account holder | $19 | $10,748-99.8% | $7,888-99.8% | $11,596-99.8% |