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 | $19,881 | $48,795-59.3% | $65,493-69.6% | $84,808-76.6% |
| Participation rate | 61.3% | 67.0%-5.7pp | 73.1%-11.8pp | 68.3%-7.0pp |
| Annual return | 25.70% | 20.20%+5.5pp | 982.45%-956.7pp | 40.90%-15.2pp |
| Employer contribution / active EE | $313 | $1,930-83.8% | $2,574-87.9% | $2,631-88.1% |
| Participant deferral / active EE | $1,016 | $2,928-65.3% | $3,961-74.4% | $4,212-75.9% |
| Admin fee / account holder | $186 | $3,877-95.2% | $5,028-96.3% | $7,344-97.5% |