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 | $79,773 | $102,616-22.3% | $81,983-2.7% | $158,922-49.8% |
| Participation rate | 61.9% | 75.5%-13.6pp | 69.2%-7.3pp | 82.0%-20.1pp |
| Annual return | 19.27% | 61.04%-41.8pp | 41.31%-22.0pp | 302.83%-283.6pp |
| Employer contribution / active EE | $418 | $3,240-87.1% | $2,498-83.3% | $4,761-91.2% |
| Participant deferral / active EE | $2,122 | $4,648-54.3% | $3,722-43.0% | $5,982-64.5% |
| Admin fee / account holder | $40 | $8,235-99.5% | $5,664-99.3% | $11,246-99.6% |