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 | $98,239 | $180,449-45.6% | $154,107-36.3% | $135,375-27.4% |
| Participation rate | 41.7% | 87.4%-45.8pp | 83.0%-41.4pp | 82.6%-41.0pp |
| Annual return | -5.23% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,018 | $6,035-83.1% | $5,298-80.8% | $4,779-78.7% |
| Participant deferral / active EE | $4,699 | $5,806-19.1% | $5,081-7.5% | $5,609-16.2% |
| Admin fee / account holder | $25 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |