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 | $71,697 | $81,947-12.5% | $105,387-32.0% | $72,985-1.8% |
| Participation rate | 56.0% | 76.5%-20.5pp | 82.6%-26.6pp | 69.5%-13.5pp |
| Annual return | 17.79% | 42.90%-25.1pp | 26.82%-9.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $239 | $3,468-93.1% | $4,213-94.3% | $2,440-90.2% |
| Participant deferral / active EE | $2,482 | $4,494-44.8% | $5,502-54.9% | $3,607-31.2% |
| Admin fee / account holder | $60 | $6,258-99.0% | $6,559-99.1% | $5,124-98.8% |