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 | $25,363 | $56,897-55.4% | $84,750-70.1% | $62,891-59.7% |
| Participation rate | 54.8% | 68.5%-13.7pp | 76.6%-21.8pp | 69.3%-14.5pp |
| Annual return | 5.39% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,383 | $2,709-12.0% | $3,712-35.8% | $3,203-25.6% |
| Admin fee / account holder | $2 | $3,581-99.9% | $5,332-100.0% | $4,296-99.9% |