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 | $40,628 | $111,301-63.5% | $112,977-64.0% | $158,922-74.4% |
| Participation rate | 65.0% | 83.5%-18.5pp | 82.6%-17.6pp | 82.0%-17.0pp |
| Annual return | 15.33% | 26.40%-11.1pp | 24.24%-8.9pp | 302.83%-287.5pp |
| Employer contribution / active EE | $716 | $4,471-84.0% | $4,255-83.2% | $4,761-85.0% |
| Participant deferral / active EE | $2,569 | $5,880-56.3% | $5,836-56.0% | $5,982-57.1% |
| Admin fee / account holder | $5 | $8,392-99.9% | $6,294-99.9% | $11,246-100.0% |