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 | $44,351 | $135,952-67.4% | $123,892-64.2% | $273,961-83.8% |
| Participation rate | 14.3% | 84.1%-69.8pp | 81.4%-67.1pp | 83.0%-68.7pp |
| Annual return | 13.00% | 56.63%-43.6pp | 47.52%-34.5pp | 41.45%-28.5pp |
| Employer contribution / active EE | $686 | $5,170-86.7% | $4,617-85.1% | $4,869-85.9% |
| Participant deferral / active EE | $2,571 | $6,343-59.5% | $5,984-57.0% | $5,287-51.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |