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 | $26,821 | $65,041-58.8% | $90,951-70.5% | $79,858-66.4% |
| Participation rate | 69.7% | 61.6%+8.1pp | 69.0%+0.7pp | 69.6%+0.1pp |
| Annual return | 12.06% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $199 | $1,247-84.1% | $2,122-90.6% | $2,471-92.0% |
| Participant deferral / active EE | $1,163 | $2,512-53.7% | $3,373-65.5% | $3,740-68.9% |
| Admin fee / account holder | $13 | $4,536-99.7% | $5,959-99.8% | $5,306-99.8% |