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 | $100,150 | $106,890-6.3% | $84,015+19.2% | $152,861-34.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 23.59% | 104.99%-81.4pp | 71.31%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,493 | $4,011-12.9% | $3,239+7.9% | $5,850-40.3% |
| Admin fee / account holder | $62 | $8,285-99.3% | $6,101-99.0% | $11,596-99.5% |