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 | $39,436 | $81,248-51.5% | $155,509-74.6% | $80,856-51.2% |
| Participation rate | 26.7% | 66.2%-39.6pp | 78.2%-51.5pp | 67.6%-41.0pp |
| Annual return | 27.04% | 33.31%-6.3pp | 64.67%-37.6pp | 35.59%-8.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,170 | $3,452-66.1% | $5,626-79.2% | $4,296-72.8% |
| Admin fee / account holder | $232 | $7,997-97.1% | $15,912-98.5% | $6,918-96.6% |