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 | $18,499 | $84,233-78.0% | $170,442-89.1% | $70,131-73.6% |
| Participation rate | 32.4% | 70.8%-38.5pp | 83.6%-51.2pp | 69.5%-37.2pp |
| Annual return | 22.11% | 23.06%-1.0pp | 205.93%-183.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,137 | $3,086-63.2% | $4,939-77.0% | $3,332-65.9% |
| Admin fee / account holder | $32 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |