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 | $45,769 | $72,492-36.9% | $87,100-47.5% | $72,985-37.3% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.9%-43.5pp | 69.5%-36.2pp |
| Annual return | 19.40% | 24.46%-5.1pp | 28.19%-8.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,746 | $3,270-46.6% | $4,049-56.9% | $3,607-51.6% |
| Admin fee / account holder | $247 | $5,055-95.1% | $7,497-96.7% | $5,124-95.2% |