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 | $123,396 | $124,281-0.7% | $109,143+13.1% | $167,490-26.3% |
| Participation rate | 17.6% | 79.4%-61.8pp | 75.9%-58.2pp | 82.1%-64.5pp |
| Annual return | 11.38% | 26.04%-14.7pp | 25.75%-14.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $387 | $4,207-90.8% | $3,722-89.6% | $4,837-92.0% |
| Participant deferral / active EE | $2,374 | $5,255-54.8% | $4,653-49.0% | $6,341-62.6% |
| Admin fee / account holder | $33 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |