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 | $31,114 | $60,349-48.4% | $74,183-58.1% | $62,891-50.5% |
| Participation rate | 58.3% | 72.7%-14.4pp | 76.6%-18.3pp | 69.3%-11.0pp |
| Annual return | 4.81% | 21.37%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $275 | $1,680-83.6% | $2,370-88.4% | $2,281-87.9% |
| Participant deferral / active EE | $1,475 | $2,856-48.4% | $3,550-58.4% | $3,203-54.0% |
| Admin fee / account holder | $127 | $4,261-97.0% | $5,586-97.7% | $4,296-97.0% |