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 | $81,406 | $78,926+3.1% | $136,749-40.5% | $84,808-4.0% |
| Participation rate | 44.7% | 62.2%-17.4pp | 72.1%-27.4pp | 68.3%-23.6pp |
| Annual return | 16.68% | 18.17%-1.5pp | 24.33%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $549 | $2,134-74.3% | $3,400-83.9% | $2,631-79.1% |
| Participant deferral / active EE | $1,233 | $3,168-61.1% | $4,692-73.7% | $4,212-70.7% |
| Admin fee / account holder | $7 | $6,369-99.9% | $11,386-99.9% | $7,344-99.9% |