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 | $44,065 | $56,897-22.6% | $84,750-48.0% | $62,891-29.9% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 7.51% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $367 | $2,400-84.7% | $3,574-89.7% | $2,281-83.9% |
| Participant deferral / active EE | $1,941 | $2,709-28.4% | $3,712-47.7% | $3,203-39.4% |
| Admin fee / account holder | $21 | $3,581-99.4% | $5,332-99.6% | $4,296-99.5% |