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 | $22,836 | $45,073-49.3% | $69,455-67.1% | $72,985-68.7% |
| Participation rate | 55.4% | 68.5%-13.1pp | 74.6%-19.2pp | 69.5%-14.1pp |
| Annual return | 21.07% | 22.65%-1.6pp | 28.97%-7.9pp | 81.00%-59.9pp |
| Employer contribution / active EE | $47 | $2,054-97.7% | $2,779-98.3% | $2,440-98.1% |
| Participant deferral / active EE | $1,937 | $2,602-25.5% | $3,535-45.2% | $3,607-46.3% |
| Admin fee / account holder | $205 | $3,056-93.3% | $3,839-94.7% | $5,124-96.0% |