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 | $65,058 | $67,606-3.8% | $82,313-21.0% | $70,131-7.2% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 13.84% | 21.57%-7.7pp | 25.88%-12.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $133 | $1,755-92.4% | $2,428-94.5% | $2,342-94.3% |
| Participant deferral / active EE | $1,808 | $2,987-39.5% | $3,706-51.2% | $3,332-45.7% |
| Admin fee / account holder | $12 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |