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 | $87,471 | $90,503-3.4% | $78,689+11.2% | $273,961-68.1% |
| Participation rate | 61.1% | 76.5%-15.4pp | 73.6%-12.5pp | 83.0%-21.9pp |
| Annual return | 9.25% | 75.60%-66.4pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,974 | $3,901-23.8% | $3,517-15.4% | $5,287-43.8% |
| Admin fee / account holder | $161 | $5,263-96.9% | $4,510-96.4% | $10,132-98.4% |