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 | $66,755 | $49,173+35.8% | $121,098-44.9% | $75,163-11.2% |
| Participation rate | 25.3% | 55.4%-30.1pp | 69.5%-44.2pp | 67.2%-41.9pp |
| Annual return | 14.72% | 55.99%-41.3pp | 985.75%-971.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $185 | $1,546-88.0% | $4,164-95.6% | $2,670-93.1% |
| Participant deferral / active EE | $2,240 | $2,628-14.8% | $4,080-45.1% | $4,125-45.7% |
| Admin fee / account holder | $125 | $3,942-96.8% | $5,644-97.8% | $5,651-97.8% |