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 | $127,503 | $117,841+8.2% | $102,423+24.5% | $145,922-12.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 8.89% | 31.65%-22.8pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $713 | $3,615-80.3% | $3,023-76.4% | $4,660-84.7% |
| Participant deferral / active EE | $2,167 | $5,731-62.2% | $5,053-57.1% | $6,688-67.6% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |