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 | $58,241 | $48,046+21.2% | $84,611-31.2% | $72,985-20.2% |
| Participation rate | 55.6% | 57.6%-2.0pp | 68.2%-12.7pp | 69.5%-13.9pp |
| Annual return | 26.04% | 37.38%-11.3pp | 258.74%-232.7pp | 81.00%-55.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,783 | $2,680+41.1% | $3,899-3.0% | $3,607+4.9% |
| Admin fee / account holder | $155 | $3,395-95.4% | $4,912-96.8% | $5,124-97.0% |