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 | $41,077 | $112,096-63.4% | $95,952-57.2% | $158,922-74.2% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 18.33% | 171.09%-152.8pp | 91.61%-73.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $81 | $3,198-97.5% | $2,541-96.8% | $4,761-98.3% |
| Participant deferral / active EE | $11,220 | $4,784+134.5% | $4,167+169.3% | $5,982+87.6% |
| Admin fee / account holder | $275 | $10,130-97.3% | $6,795-95.9% | $11,246-97.6% |