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 | $80,975 | $99,341-18.5% | $84,750-4.5% | $273,961-70.4% |
| Participation rate | 10.0% | 80.7%-70.7pp | 76.6%-66.6pp | 83.0%-73.0pp |
| Annual return | 3.28% | 22.93%-19.6pp | 22.78%-19.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $118 | $4,214-97.2% | $3,574-96.7% | $4,869-97.6% |
| Participant deferral / active EE | $1,800 | $4,269-57.8% | $3,712-51.5% | $5,287-66.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |