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 | $45,813 | $103,376-55.7% | $87,100-47.4% | $152,861-70.0% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.9%-51.9pp | 82.4%-57.4pp |
| Annual return | 17.52% | 28.10%-10.6pp | 28.19%-10.7pp | 345.32%-327.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,865 | $4,778-40.0% | $4,049-29.2% | $5,850-51.0% |
| Admin fee / account holder | $252 | $12,205-97.9% | $7,497-96.6% | $11,596-97.8% |