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 | $42,113 | $47,944-12.2% | $67,834-37.9% | $62,891-33.0% |
| Participation rate | 64.1% | 61.1%+3.0pp | 68.8%-4.7pp | 69.3%-5.2pp |
| Annual return | 7.46% | 11.77%-4.3pp | 138.47%-131.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,988 | $2,247-11.5% | $3,160-37.1% | $3,203-37.9% |
| Admin fee / account holder | $57 | $3,712-98.5% | $4,622-98.8% | $4,296-98.7% |