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 | $14,063 | $45,035-68.8% | $62,995-77.7% | $70,131-79.9% |
| Participation rate | 23.9% | 69.5%-45.6pp | 74.8%-50.9pp | 69.5%-45.7pp |
| Annual return | 15.93% | 18.76%-2.8pp | 87.57%-71.6pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,120 | $2,465-54.5% | $3,329-66.3% | $3,332-66.4% |
| Admin fee / account holder | $33 | $2,834-98.8% | $3,600-99.1% | $4,645-99.3% |