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 | $66,101 | $56,897+16.2% | $84,750-22.0% | $62,891+5.1% |
| Participation rate | 23.3% | 68.5%-45.2pp | 76.6%-53.3pp | 69.3%-46.0pp |
| Annual return | 7.95% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $336 | $2,400-86.0% | $3,574-90.6% | $2,281-85.3% |
| Participant deferral / active EE | $1,174 | $2,709-56.7% | $3,712-68.4% | $3,203-63.4% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |