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 | $25,535 | $57,065-55.3% | $75,670-66.3% | $70,131-63.6% |
| Participation rate | 50.0% | 68.1%-18.1pp | 72.3%-22.3pp | 69.5%-19.5pp |
| Annual return | 16.82% | 23.57%-6.7pp | 27.34%-10.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $115 | $1,817-93.7% | $2,352-95.1% | $2,342-95.1% |
| Participant deferral / active EE | $1,182 | $2,580-54.2% | $3,142-62.4% | $3,332-64.5% |
| Admin fee / account holder | $83 | $3,825-97.8% | $5,800-98.6% | $4,645-98.2% |