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 | $57,899 | $85,022-31.9% | $70,515-17.9% | $139,434-58.5% |
| Participation rate | 26.7% | 73.9%-47.2pp | 68.3%-41.7pp | 80.3%-53.7pp |
| Annual return | 11.66% | 30.38%-18.7pp | 32.77%-21.1pp | 372.94%-361.3pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,032 | $5,890-65.5% | $4,567-55.5% | $6,710-69.7% |
| Admin fee / account holder | $30 | $8,906-99.7% | $6,412-99.5% | $11,403-99.7% |