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 | $23,616 | $85,202-72.3% | $172,739-86.3% | $72,985-67.6% |
| Participation rate | 52.9% | 70.1%-17.1pp | 82.6%-29.7pp | 69.5%-16.5pp |
| Annual return | 22.91% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $274 | $3,324-91.8% | $5,143-94.7% | $2,440-88.8% |
| Participant deferral / active EE | $2,038 | $3,260-37.5% | $5,198-60.8% | $3,607-43.5% |
| Admin fee / account holder | $171 | $5,884-97.1% | $13,954-98.8% | $5,124-96.7% |