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 | $119,237 | $157,256-24.2% | $141,162-15.5% | $152,861-22.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 30.29% | 64.32%-34.0pp | 71.39%-41.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $891 | $5,261-83.1% | $4,735-81.2% | $4,762-81.3% |
| Participant deferral / active EE | $5,297 | $7,109-25.5% | $6,709-21.0% | $5,850-9.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |