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 | $36,338 | $39,122-7.1% | $57,179-36.4% | $62,891-42.2% |
| Participation rate | 40.8% | 70.5%-29.7pp | 75.3%-34.5pp | 69.3%-28.5pp |
| Annual return | 8.91% | 9.23%-0.3pp | 14.59%-5.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $309 | $1,874-83.5% | $2,682-88.5% | $2,281-86.5% |
| Participant deferral / active EE | $1,489 | $2,374-37.3% | $3,096-51.9% | $3,203-53.5% |
| Admin fee / account holder | $213 | $2,592-91.8% | $3,139-93.2% | $4,296-95.0% |