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 4-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 | $109,190 | $133,922-18.5% | $116,228-6.1% | $142,382-23.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 19.80% | 147.76%-128.0pp | 90.06%-70.3pp | 217.08%-197.3pp |
| Employer contribution / active EE | $550 | $3,446-84.0% | $2,994-81.6% | $4,299-87.2% |
| Participant deferral / active EE | $2,000 | $5,672-64.7% | $4,953-59.6% | $6,507-69.3% |
| Admin fee / account holder | $60 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |