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 | $36,301 | $91,037-60.1% | $71,671-49.4% | $147,584-75.4% |
| Participation rate | 42.9% | 76.1%-33.3pp | 68.7%-25.9pp | 82.8%-40.0pp |
| Annual return | 14.45% | 20.48%-6.0pp | 20.65%-6.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $354 | $3,327-89.4% | $2,460-85.6% | $4,876-92.7% |
| Participant deferral / active EE | $1,125 | $4,498-75.0% | $3,438-67.3% | $5,439-79.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |