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 | $57,835 | $91,190-36.6% | $178,490-67.6% | $79,858-27.6% |
| Participation rate | 61.1% | 69.2%-8.1pp | 81.9%-20.8pp | 69.6%-8.5pp |
| Annual return | 26.68% | 24.19%+2.5pp | 151.07%-124.4pp | 31.71%-5.0pp |
| Employer contribution / active EE | $247 | $3,256-92.4% | $5,011-95.1% | $2,471-90.0% |
| Participant deferral / active EE | $1,199 | $3,236-62.9% | $5,202-76.9% | $3,740-67.9% |
| Admin fee / account holder | $262 | $6,751-96.1% | $13,984-98.1% | $5,306-95.1% |