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 | $87,217 | $49,915+74.7% | $154,803-43.7% | $74,304+17.4% |
| Participation rate | 20.4% | 54.0%-33.6pp | 78.1%-57.7pp | 60.3%-40.0pp |
| Annual return | 19.57% | 34.06%-14.5pp | 58.88%-39.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $30 | $1,611-98.1% | $4,305-99.3% | $2,241-98.6% |
| Participant deferral / active EE | $2,052 | $2,255-9.0% | $5,540-63.0% | $3,767-45.5% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |