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 | $43,935 | $91,190-51.8% | $178,490-75.4% | $79,858-45.0% |
| Participation rate | 20.0% | 69.2%-49.2pp | 81.9%-61.9pp | 69.6%-49.6pp |
| Annual return | 13.77% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,142 | $3,236-64.7% | $5,202-78.1% | $3,740-69.5% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |