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 | $37,411 | $49,915-25.1% | $154,803-75.8% | $74,304-49.7% |
| Participation rate | 18.0% | 54.0%-36.0pp | 78.1%-60.1pp | 60.3%-42.3pp |
| Annual return | 14.53% | 34.06%-19.5pp | 58.88%-44.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $123 | $1,611-92.4% | $4,305-97.1% | $2,241-94.5% |
| Participant deferral / active EE | $1,467 | $2,255-35.0% | $5,540-73.5% | $3,767-61.1% |
| Admin fee / account holder | $163 | $2,189-92.5% | $14,329-98.9% | $2,969-94.5% |