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 | $99,197 | $112,096-11.5% | $95,952+3.4% | $158,922-37.6% |
| Participation rate | 47.1% | 79.0%-31.9pp | 77.1%-30.0pp | 82.0%-34.9pp |
| Annual return | 12.91% | 171.09%-158.2pp | 91.61%-78.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $619 | $3,198-80.6% | $2,541-75.6% | $4,761-87.0% |
| Participant deferral / active EE | $3,095 | $4,784-35.3% | $4,167-25.7% | $5,982-48.3% |
| Admin fee / account holder | $134 | $10,130-98.7% | $6,795-98.0% | $11,246-98.8% |