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 | $47,597 | $133,922-64.5% | $116,228-59.0% | $142,382-66.6% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.6%-39.6pp | 80.1%-45.1pp |
| Annual return | 16.62% | 147.76%-131.1pp | 90.06%-73.4pp | 217.08%-200.5pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,326 | $5,672-59.0% | $4,953-53.0% | $6,507-64.3% |
| Admin fee / account holder | $233 | $14,945-98.4% | $11,989-98.1% | $12,624-98.2% |