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 | $103,464 | $157,256-34.2% | $141,162-26.7% | $152,861-32.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 18.41% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $691 | $5,261-86.9% | $4,735-85.4% | $4,762-85.5% |
| Participant deferral / active EE | $3,716 | $7,109-47.7% | $6,709-44.6% | $5,850-36.5% |
| Admin fee / account holder | $19 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |