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 | $15,763 | $39,122-59.7% | $57,179-72.4% | $62,891-74.9% |
| Participation rate | 36.1% | 70.5%-34.4pp | 75.3%-39.2pp | 69.3%-33.2pp |
| Annual return | 11.97% | 9.23%+2.7pp | 14.59%-2.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $185 | $1,874-90.1% | $2,682-93.1% | $2,281-91.9% |
| Participant deferral / active EE | $1,027 | $2,374-56.7% | $3,096-66.8% | $3,203-67.9% |
| Admin fee / account holder | $167 | $2,592-93.6% | $3,139-94.7% | $4,296-96.1% |