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 | $45,539 | $37,426+21.7% | $77,482-41.2% | $79,858-43.0% |
| Participation rate | 9.4% | 41.5%-32.1pp | 54.2%-44.8pp | 69.6%-60.3pp |
| Annual return | 18.90% | 39.70%-20.8pp | 54.79%-35.9pp | 31.71%-12.8pp |
| Employer contribution / active EE | $95 | $637-85.0% | $986-90.3% | $2,471-96.1% |
| Participant deferral / active EE | $390 | $1,260-69.0% | $1,861-79.0% | $3,740-89.6% |
| Admin fee / account holder | $117 | $2,504-95.3% | $2,858-95.9% | $5,306-97.8% |