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 | $89,746 | $87,540+2.5% | $75,781+18.4% | $125,391-28.4% |
| Participation rate | 44.4% | 80.2%-35.7pp | 75.8%-31.4pp | 83.2%-38.7pp |
| Annual return | 2.22% | 13.48%-11.3pp | 9.68%-7.5pp | 282.22%-280.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,003 | $4,229-76.3% | $3,651-72.5% | $5,352-81.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |