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 | $22,449 | $51,175-56.1% | $70,515-68.2% | $75,163-70.1% |
| Participation rate | 27.5% | 60.9%-33.4pp | 68.3%-40.8pp | 67.2%-39.7pp |
| Annual return | 22.45% | 30.02%-7.6pp | 32.77%-10.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $253 | $1,826-86.2% | $2,973-91.5% | $2,670-90.5% |
| Participant deferral / active EE | $1,057 | $2,849-62.9% | $4,567-76.9% | $4,125-74.4% |
| Admin fee / account holder | $97 | $4,091-97.6% | $6,412-98.5% | $5,651-98.3% |