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 | $186,494 | $148,978+25.2% | $200,582-7.0% | $84,808+119.9% |
| Participation rate | 60.0% | 84.2%-24.2pp | 86.9%-26.9pp | 68.3%-8.3pp |
| Annual return | 20.33% | 28.16%-7.8pp | 42.33%-22.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $893 | $4,815-81.5% | $6,419-86.1% | $2,631-66.1% |
| Participant deferral / active EE | $12,692 | $7,142+77.7% | $9,331+36.0% | $4,212+201.4% |
| Admin fee / account holder | $189 | $13,977-98.6% | $16,305-98.8% | $7,344-97.4% |