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 | $25,017 | $99,341-74.8% | $84,750-70.5% | $273,961-90.9% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 8.83% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.6pp |
| Employer contribution / active EE | $602 | $4,214-85.7% | $3,574-83.2% | $4,869-87.6% |
| Participant deferral / active EE | $1,666 | $4,269-61.0% | $3,712-55.1% | $5,287-68.5% |
| Admin fee / account holder | $267 | $6,644-96.0% | $5,332-95.0% | $10,132-97.4% |