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 | $86,180 | $72,492+18.9% | $87,100-1.1% | $72,985+18.1% |
| Participation rate | 39.3% | 72.8%-33.5pp | 76.9%-37.6pp | 69.5%-30.2pp |
| Annual return | 21.05% | 24.46%-3.4pp | 28.19%-7.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,323 | $3,270+1.6% | $4,049-17.9% | $3,607-7.9% |
| Admin fee / account holder | $19 | $5,055-99.6% | $7,497-99.7% | $5,124-99.6% |