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 | $44,472 | $85,766-48.1% | $136,294-67.4% | $70,131-36.6% |
| Participation rate | 35.0% | 74.2%-39.2pp | 81.9%-46.9pp | 69.5%-34.5pp |
| Annual return | 20.10% | 31.45%-11.4pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,148 | $5,051-17.9% | $6,247-33.6% | $3,332+24.5% |
| Admin fee / account holder | $3 | $5,420-99.9% | $9,243-100.0% | $4,645-99.9% |