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 | $39,649 | $226,064-82.5% | $182,532-78.3% | $152,861-74.1% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.0%-49.4pp | 82.4%-53.9pp |
| Annual return | 21.42% | 192.51%-171.1pp | 148.54%-127.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $324 | $4,978-93.5% | $4,076-92.0% | $4,762-93.2% |
| Participant deferral / active EE | $1,350 | $6,368-78.8% | $5,524-75.6% | $5,850-76.9% |
| Admin fee / account holder | $50 | $10,703-99.5% | $8,592-99.4% | $11,596-99.6% |