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 | $230,092 | $57,016+303.6% | $84,966+170.8% | $80,856+184.6% |
| Participation rate | 8.6% | 56.3%-47.7pp | 67.5%-58.9pp | 67.6%-59.0pp |
| Annual return | 14.57% | 21.66%-7.1pp | 66.38%-51.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $36 | $1,798-98.0% | $2,727-98.7% | $2,755-98.7% |
| Participant deferral / active EE | $2,224 | $3,110-28.5% | $4,519-50.8% | $4,296-48.2% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |