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 | $66,950 | $117,983-43.3% | $101,794-34.2% | $142,382-53.0% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 15.32% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $230 | $2,773-91.7% | $2,289-90.0% | $4,299-94.7% |
| Participant deferral / active EE | $1,196 | $4,714-74.6% | $4,084-70.7% | $6,507-81.6% |
| Admin fee / account holder | $255 | $10,433-97.6% | $8,777-97.1% | $12,624-98.0% |