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 5-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 | $49,148 | $83,477-41.1% | $125,175-60.7% | $72,985-32.7% |
| Participation rate | 45.1% | 73.3%-28.2pp | 79.8%-34.7pp | 69.5%-24.4pp |
| Annual return | 30.12% | 25.78%+4.3pp | 43.79%-13.7pp | 81.00%-50.9pp |
| Employer contribution / active EE | $163 | $2,345-93.0% | $3,865-95.8% | $2,440-93.3% |
| Participant deferral / active EE | $2,479 | $3,585-30.9% | $4,937-49.8% | $3,607-31.3% |
| Admin fee / account holder | $227 | $5,517-95.9% | $9,702-97.7% | $5,124-95.6% |