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 9-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 | $91,949 | $86,944+5.8% | $107,525-14.5% | $74,304+23.7% |
| Participation rate | 23.5% | 59.6%-36.0pp | 75.1%-51.5pp | 60.3%-36.8pp |
| Annual return | 17.11% | 23.52%-6.4pp | 181.32%-164.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $629 | $2,757-77.2% | $3,754-83.2% | $2,241-71.9% |
| Participant deferral / active EE | $2,251 | $3,554-36.7% | $5,116-56.0% | $3,767-40.3% |
| Admin fee / account holder | $255 | $3,727-93.2% | $8,919-97.1% | $2,969-91.4% |