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 | $25,006 | $62,672-60.1% | $185,117-86.5% | $70,131-64.3% |
| Participation rate | 22.5% | 63.8%-41.3pp | 77.3%-54.8pp | 69.5%-47.0pp |
| Annual return | 20.19% | 40.79%-20.6pp | 40.50%-20.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,383 | $3,272-57.7% | $5,045-72.6% | $3,332-58.5% |
| Admin fee / account holder | $99 | $3,932-97.5% | $8,159-98.8% | $4,645-97.9% |