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 | $56,093 | $56,054+0.1% | $171,082-67.2% | $62,891-10.8% |
| Participation rate | 44.7% | 62.9%-18.2pp | 76.7%-32.0pp | 69.3%-24.6pp |
| Annual return | 10.00% | 22.52%-12.5pp | 32.56%-22.6pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,963 | $3,158+88.8% | $4,797+24.3% | $3,203+86.2% |
| Admin fee / account holder | $7 | $3,647-99.8% | $8,520-99.9% | $4,296-99.8% |