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 | $41,791 | $56,897-26.5% | $84,750-50.7% | $62,891-33.6% |
| Participation rate | 46.4% | 68.5%-22.1pp | 76.6%-30.2pp | 69.3%-22.9pp |
| Annual return | 6.21% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,115 | $2,709+51.9% | $3,712+10.9% | $3,203+28.5% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |