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 | $69,550 | $115,770-39.9% | $101,248-31.3% | $158,922-56.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 21.47% | 56.14%-34.7pp | 46.47%-25.0pp | 302.83%-281.4pp |
| Employer contribution / active EE | $318 | $4,175-92.4% | $3,660-91.3% | $4,761-93.3% |
| Participant deferral / active EE | $1,520 | $4,957-69.3% | $4,370-65.2% | $5,982-74.6% |
| Admin fee / account holder | $93 | $7,245-98.7% | $5,945-98.4% | $11,246-99.2% |