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 | $22,419 | $80,717-72.2% | $154,803-85.5% | $84,808-73.6% |
| Participation rate | 25.8% | 66.8%-41.0pp | 78.1%-52.3pp | 68.3%-42.5pp |
| Annual return | 13.93% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $960 | $3,303-70.9% | $5,540-82.7% | $4,212-77.2% |
| Admin fee / account holder | $56 | $6,746-99.2% | $14,329-99.6% | $7,344-99.2% |