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 | $32,772 | $73,102-55.2% | $123,544-73.5% | $56,287-41.8% |
| Participation rate | 59.0% | 74.3%-15.3pp | 82.3%-23.3pp | 69.9%-10.8pp |
| Annual return | 2.46% | 3.01%-0.5pp | 119.20%-116.7pp | -9.96%+12.4pp |
| Employer contribution / active EE | $522 | $2,977-82.5% | $4,628-88.7% | $2,111-75.3% |
| Participant deferral / active EE | $4,556 | $5,423-16.0% | $6,426-29.1% | $3,350+36.0% |
| Admin fee / account holder | $39 | $554-92.9% | $9,284-99.6% | $521-92.5% |