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 | $30,750 | $74,927-59.0% | $101,794-69.8% | $84,808-63.7% |
| Participation rate | 60.7% | 61.4%-0.7pp | 69.2%-8.5pp | 68.3%-7.6pp |
| Annual return | 14.90% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,265 | $3,099-59.2% | $4,084-69.0% | $4,212-70.0% |
| Admin fee / account holder | $82 | $6,514-98.7% | $8,777-99.1% | $7,344-98.9% |