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 | $37,462 | $181,894-79.4% | $156,549-76.1% | $273,961-86.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 9.08% | 30.74%-21.7pp | 32.23%-23.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $299 | $6,248-95.2% | $5,501-94.6% | $4,869-93.9% |
| Participant deferral / active EE | $5,675 | $5,550+2.3% | $4,871+16.5% | $5,287+7.3% |
| Admin fee / account holder | $170 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |