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 | $54,546 | $181,894-70.0% | $156,549-65.2% | $273,961-80.1% |
| Participation rate | 30.0% | 88.4%-58.4pp | 84.0%-54.0pp | 83.0%-53.0pp |
| Annual return | 6.97% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $825 | $6,248-86.8% | $5,501-85.0% | $4,869-83.1% |
| Participant deferral / active EE | $3,465 | $5,550-37.6% | $4,871-28.9% | $5,287-34.5% |
| Admin fee / account holder | $79 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |