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 | $140,021 | $159,602-12.3% | $150,045-6.7% | $142,382-1.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 19.19% | 70.24%-51.0pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $747 | $4,961-84.9% | $4,693-84.1% | $4,299-82.6% |
| Participant deferral / active EE | $10,000 | $8,310+20.3% | $7,997+25.0% | $6,507+53.7% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |