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 | $39,474 | $54,541-27.6% | $78,778-49.9% | $70,131-43.7% |
| Participation rate | 68.0% | 60.8%+7.2pp | 69.2%-1.2pp | 69.5%-1.5pp |
| Annual return | 17.79% | 21.07%-3.3pp | 35.62%-17.8pp | 73.14%-55.4pp |
| Employer contribution / active EE | $192 | $1,089-82.3% | $1,986-90.3% | $2,342-91.8% |
| Participant deferral / active EE | $1,625 | $2,210-26.5% | $2,958-45.1% | $3,332-51.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |