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 | $57,417 | $150,440-61.8% | $136,294-57.9% | $147,584-61.1% |
| Participation rate | 41.2% | 84.4%-43.2pp | 81.9%-40.7pp | 82.8%-41.7pp |
| Annual return | 16.47% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $293 | $5,256-94.4% | $4,695-93.8% | $4,876-94.0% |
| Participant deferral / active EE | $2,138 | $6,630-67.8% | $6,247-65.8% | $5,439-60.7% |
| Admin fee / account holder | $52 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |