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 | $103,558 | $45,825+126.0% | $90,645+14.2% | $56,287+84.0% |
| Participation rate | 34.3% | 66.7%-32.4pp | 74.0%-39.8pp | 69.9%-35.6pp |
| Annual return | -6.02% | 38.64%-44.7pp | 1.88%-7.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,624 | $2,562-36.6% | $3,425-52.6% | $3,350-51.5% |
| Admin fee / account holder | $167 | $413-59.5% | $4,994-96.7% | $521-67.9% |