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 | $93,956 | $56,897+65.1% | $84,750+10.9% | $62,891+49.4% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 11.56% | 6.30%+5.3pp | 22.78%-11.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,893 | $2,709+6.8% | $3,712-22.1% | $3,203-9.7% |
| Admin fee / account holder | $138 | $3,581-96.1% | $5,332-97.4% | $4,296-96.8% |