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 | $80,972 | $45,035+79.8% | $62,995+28.5% | $70,131+15.5% |
| Participation rate | 10.0% | 69.5%-59.5pp | 74.8%-64.8pp | 69.5%-59.5pp |
| Annual return | 12.27% | 18.76%-6.5pp | 87.57%-75.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,010 | $2,465-59.0% | $3,329-69.6% | $3,332-69.7% |
| Admin fee / account holder | $130 | $2,834-95.4% | $3,600-96.4% | $4,645-97.2% |