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 | $61,964 | $104,907-40.9% | $84,611-26.8% | $152,861-59.5% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 25.07% | 373.79%-348.7pp | 258.74%-233.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,506 | $4,688-67.9% | $3,899-61.4% | $5,850-74.3% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |