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 8-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 | $89,166 | $78,672+13.3% | $109,143-18.3% | $85,850+3.9% |
| Participation rate | 32.0% | 68.3%-36.3pp | 75.9%-43.9pp | 69.3%-37.3pp |
| Annual return | 51.02% | 25.09%+25.9pp | 25.75%+25.3pp | 318.53%-267.5pp |
| Employer contribution / active EE | $552 | $2,735-79.8% | $3,722-85.2% | $2,565-78.5% |
| Participant deferral / active EE | $1,933 | $3,467-44.3% | $4,653-58.5% | $3,952-51.1% |
| Admin fee / account holder | $218 | $5,469-96.0% | $6,752-96.8% | $6,260-96.5% |