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 7-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 | $22,523 | $74,927-69.9% | $101,794-77.9% | $84,808-73.4% |
| Participation rate | 46.2% | 61.4%-15.2pp | 69.2%-23.0pp | 68.3%-22.2pp |
| Annual return | 17.01% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $328 | $1,522-78.4% | $2,289-85.7% | $2,631-87.5% |
| Participant deferral / active EE | $1,680 | $3,099-45.8% | $4,084-58.9% | $4,212-60.1% |
| Admin fee / account holder | $40 | $6,514-99.4% | $8,777-99.5% | $7,344-99.5% |