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 | $61,237 | $171,164-64.2% | $127,761-52.1% | $152,861-59.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.0%-29.0pp | 82.4%-32.4pp |
| Annual return | 20.70% | 23.54%-2.8pp | 26.14%-5.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $896 | $5,447-83.6% | $4,574-80.4% | $4,762-81.2% |
| Participant deferral / active EE | $2,291 | $7,038-67.5% | $6,021-62.0% | $5,850-60.8% |
| Admin fee / account holder | $16 | $14,530-99.9% | $9,395-99.8% | $11,596-99.9% |