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 | $57,099 | $176,662-67.7% | $130,648-56.3% | $152,861-62.6% |
| Participation rate | 27.3% | 79.0%-51.7pp | 71.7%-44.5pp | 82.4%-55.2pp |
| Annual return | 6.37% | 2692.24%-2685.9pp | 1708.96%-1702.6pp | 345.32%-338.9pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,623 | $4,361-39.9% | $3,603-27.2% | $5,850-55.2% |
| Admin fee / account holder | -$24 | $7,133-100.3% | $5,464-100.4% | $11,596-100.2% |