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 | $16,967 | $95,266-82.2% | $82,389-79.4% | $142,382-88.1% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.5%-29.5pp | 80.1%-40.1pp |
| Annual return | 20.37% | 25.74%-5.4pp | 28.67%-8.3pp | 217.08%-196.7pp |
| Employer contribution / active EE | $205 | $2,991-93.1% | $2,517-91.8% | $4,299-95.2% |
| Participant deferral / active EE | $2,067 | $4,809-57.0% | $4,155-50.3% | $6,507-68.2% |
| Admin fee / account holder | $111 | $8,563-98.7% | $7,231-98.5% | $12,624-99.1% |