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 | $35,782 | $49,791-28.1% | $78,210-54.2% | $70,131-49.0% |
| Participation rate | 35.7% | 62.3%-26.6pp | 68.7%-33.0pp | 69.5%-33.8pp |
| Annual return | 19.38% | 20.75%-1.4pp | 40.90%-21.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,400 | $2,150-34.9% | $2,823-50.4% | $3,332-58.0% |
| Admin fee / account holder | $95 | $3,181-97.0% | $3,758-97.5% | $4,645-98.0% |