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 | $61,391 | $56,317+9.0% | $71,209-13.8% | $74,304-17.4% |
| Participation rate | 18.8% | 55.1%-36.4pp | 73.8%-55.0pp | 60.3%-41.6pp |
| Annual return | 14.81% | 42.83%-28.0pp | 282.51%-267.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $111 | $2,160-94.8% | $2,721-95.9% | $2,241-95.0% |
| Participant deferral / active EE | $820 | $2,788-70.6% | $4,175-80.4% | $3,767-78.2% |
| Admin fee / account holder | $243 | $2,290-89.4% | $5,349-95.5% | $2,969-91.8% |