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 | $41,208 | $96,635-57.4% | $86,612-52.4% | $139,434-70.4% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.4pp | 80.3%-24.1pp |
| Annual return | 16.49% | 106.41%-89.9pp | 591.07%-574.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $116 | $3,263-96.4% | $3,022-96.2% | $4,751-97.6% |
| Participant deferral / active EE | $2,318 | $4,836-52.1% | $4,438-47.8% | $6,710-65.4% |
| Admin fee / account holder | $213 | $6,408-96.7% | $5,614-96.2% | $11,403-98.1% |