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 | $60,926 | $48,076+26.7% | $78,689-22.6% | $62,891-3.1% |
| Participation rate | 38.6% | 65.2%-26.7pp | 73.6%-35.0pp | 69.3%-30.8pp |
| Annual return | 6.27% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,062 | $2,588-59.0% | $3,517-69.8% | $3,203-66.9% |
| Admin fee / account holder | $204 | $3,207-93.6% | $4,510-95.5% | $4,296-95.3% |