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 | $32,052 | $77,419-58.6% | $69,455-53.9% | $152,861-79.0% |
| Participation rate | 40.9% | 78.1%-37.2pp | 74.6%-33.7pp | 82.4%-41.5pp |
| Annual return | 25.71% | 39.06%-13.4pp | 28.97%-3.3pp | 345.32%-319.6pp |
| Employer contribution / active EE | $292 | $3,315-91.2% | $2,779-89.5% | $4,762-93.9% |
| Participant deferral / active EE | $1,418 | $4,414-67.9% | $3,535-59.9% | $5,850-75.8% |
| Admin fee / account holder | $211 | $6,207-96.6% | $3,839-94.5% | $11,596-98.2% |