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 | $70,468 | $84,233-16.3% | $170,442-58.7% | $70,131+0.5% |
| Participation rate | 22.9% | 70.8%-48.0pp | 83.6%-60.7pp | 69.5%-46.7pp |
| Annual return | 16.55% | 23.06%-6.5pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $245 | $3,387-92.8% | $5,433-95.5% | $2,342-89.5% |
| Participant deferral / active EE | $2,224 | $3,086-27.9% | $4,939-55.0% | $3,332-33.2% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |