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 | $65,707 | $47,848+37.3% | $81,478-19.4% | $70,131-6.3% |
| Participation rate | 23.7% | 58.3%-34.5pp | 68.0%-44.2pp | 69.5%-45.8pp |
| Annual return | 16.62% | 27.25%-10.6pp | 38.78%-22.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $158 | $1,527-89.7% | $2,568-93.9% | $2,342-93.3% |
| Participant deferral / active EE | $788 | $2,453-67.9% | $3,537-77.7% | $3,332-76.4% |
| Admin fee / account holder | $178 | $3,145-94.4% | $4,561-96.1% | $4,645-96.2% |