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 | $66,279 | $99,341-33.3% | $84,750-21.8% | $273,961-75.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 5.22% | 22.93%-17.7pp | 22.78%-17.6pp | 41.45%-36.2pp |
| Employer contribution / active EE | $258 | $4,214-93.9% | $3,574-92.8% | $4,869-94.7% |
| Participant deferral / active EE | $2,326 | $4,269-45.5% | $3,712-37.3% | $5,287-56.0% |
| Admin fee / account holder | $196 | $6,644-97.1% | $5,332-96.3% | $10,132-98.1% |