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 7-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 | $103,996 | $112,881-7.9% | $90,951+14.3% | $158,922-34.6% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 25.42% | 215.79%-190.4pp | 134.60%-109.2pp | 302.83%-277.4pp |
| Employer contribution / active EE | $265 | $2,893-90.8% | $2,122-87.5% | $4,761-94.4% |
| Participant deferral / active EE | $3,250 | $4,128-21.3% | $3,373-3.6% | $5,982-45.7% |
| Admin fee / account holder | $50 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |