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 | $59,161 | $80,717-26.7% | $154,803-61.8% | $84,808-30.2% |
| Participation rate | 18.5% | 66.8%-48.3pp | 78.1%-59.6pp | 68.3%-49.8pp |
| Annual return | 16.28% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $286 | $2,761-89.6% | $4,305-93.4% | $2,631-89.1% |
| Participant deferral / active EE | $923 | $3,303-72.1% | $5,540-83.3% | $4,212-78.1% |
| Admin fee / account holder | $18 | $6,746-99.7% | $14,329-99.9% | $7,344-99.8% |