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 | $76,507 | $157,256-51.3% | $141,162-45.8% | $152,861-49.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 27.67% | 64.32%-36.7pp | 71.39%-43.7pp | 345.32%-317.7pp |
| Employer contribution / active EE | $732 | $5,261-86.1% | $4,735-84.5% | $4,762-84.6% |
| Participant deferral / active EE | $8,633 | $7,109+21.4% | $6,709+28.7% | $5,850+47.6% |
| Admin fee / account holder | $208 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |