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 | $25,548 | $56,199-54.5% | $67,652-62.2% | $59,632-57.2% |
| Participation rate | 60.9% | 71.5%-10.6pp | 75.7%-14.8pp | 68.7%-7.8pp |
| Annual return | 1.42% | 18505.31%-18503.9pp | 6625.04%-6623.6pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $124 | $1,614-92.3% | $2,266-94.5% | $2,203-94.4% |
| Participant deferral / active EE | $1,342 | $2,844-52.8% | $3,560-62.3% | $3,192-57.9% |
| Admin fee / account holder | $269 | $3,958-93.2% | $4,821-94.4% | $4,297-93.7% |