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 | $31,676 | $99,341-68.1% | $84,750-62.6% | $273,961-88.4% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 7.01% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.4pp |
| Employer contribution / active EE | $147 | $4,214-96.5% | $3,574-95.9% | $4,869-97.0% |
| Participant deferral / active EE | $1,467 | $4,269-65.6% | $3,712-60.5% | $5,287-72.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |