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 | $57,164 | $79,944-28.5% | $98,439-41.9% | $75,163-23.9% |
| Participation rate | 35.5% | 70.4%-34.9pp | 75.2%-39.7pp | 67.2%-31.7pp |
| Annual return | 15.27% | 19.75%-4.5pp | 21.16%-5.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,260 | $3,752-39.8% | $4,738-52.3% | $4,125-45.2% |
| Admin fee / account holder | $5 | $6,840-99.9% | $8,948-99.9% | $5,651-99.9% |