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 | $57,384 | $82,032-30.0% | $123,104-53.4% | $59,632-3.8% |
| Participation rate | 60.7% | 83.2%-22.5pp | 86.8%-26.1pp | 68.7%-8.0pp |
| Annual return | 9.55% | 5.12%+4.4pp | 13.22%-3.7pp | 2041.28%-2031.7pp |
| Employer contribution / active EE | $541 | $3,297-83.6% | $5,151-89.5% | $2,203-75.4% |
| Participant deferral / active EE | $3,650 | $4,667-21.8% | $6,230-41.4% | $3,192+14.4% |
| Admin fee / account holder | $169 | $5,881-97.1% | $9,015-98.1% | $4,297-96.1% |