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 | $27,880 | $65,365-57.3% | $92,893-70.0% | $72,985-61.8% |
| Participation rate | 35.6% | 68.3%-32.8pp | 76.0%-40.4pp | 69.5%-33.9pp |
| Annual return | 23.18% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,419 | $3,128-54.6% | $4,236-66.5% | $3,607-60.7% |
| Admin fee / account holder | $61 | $4,251-98.6% | $5,794-99.0% | $5,124-98.8% |