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 | $114,989 | $94,625+21.5% | $116,228-1.1% | $84,808+35.6% |
| Participation rate | 52.6% | 70.4%-17.8pp | 74.6%-21.9pp | 68.3%-15.7pp |
| Annual return | 17.05% | 20.40%-3.4pp | 90.06%-73.0pp | 40.90%-23.8pp |
| Employer contribution / active EE | $570 | $2,347-75.7% | $2,994-81.0% | $2,631-78.3% |
| Participant deferral / active EE | $1,978 | $3,972-50.2% | $4,953-60.1% | $4,212-53.0% |
| Admin fee / account holder | $246 | $10,091-97.6% | $11,989-97.9% | $7,344-96.6% |