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 | $50,464 | $126,574-60.1% | $106,213-52.5% | $145,922-65.4% |
| Participation rate | 69.2% | 77.6%-8.4pp | 75.3%-6.0pp | 80.3%-11.0pp |
| Annual return | 8.70% | 224.79%-216.1pp | 116.14%-107.4pp | 561.29%-552.6pp |
| Employer contribution / active EE | $543 | $3,730-85.4% | $3,171-82.9% | $4,660-88.3% |
| Participant deferral / active EE | $2,622 | $5,724-54.2% | $5,016-47.7% | $6,688-60.8% |
| Admin fee / account holder | $133 | $17,304-99.2% | $11,033-98.8% | $13,397-99.0% |