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 | $66,077 | $62,672+5.4% | $185,117-64.3% | $70,131-5.8% |
| Participation rate | 52.0% | 63.8%-11.8pp | 77.3%-25.3pp | 69.5%-17.5pp |
| Annual return | 15.23% | 40.79%-25.6pp | 40.50%-25.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,209 | $3,272-1.9% | $5,045-36.4% | $3,332-3.7% |
| Admin fee / account holder | $63 | $3,932-98.4% | $8,159-99.2% | $4,645-98.7% |