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 | $24,423 | $45,073-45.8% | $69,455-64.8% | $72,985-66.5% |
| Participation rate | 36.6% | 68.5%-31.9pp | 74.6%-38.0pp | 69.5%-32.9pp |
| Annual return | 33.41% | 22.65%+10.8pp | 28.97%+4.4pp | 81.00%-47.6pp |
| Employer contribution / active EE | $188 | $2,054-90.9% | $2,779-93.2% | $2,440-92.3% |
| Participant deferral / active EE | $1,183 | $2,602-54.5% | $3,535-66.5% | $3,607-67.2% |
| Admin fee / account holder | $163 | $3,056-94.7% | $3,839-95.8% | $5,124-96.8% |