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 | $40,132 | $84,233-52.4% | $170,442-76.5% | $70,131-42.8% |
| Participation rate | 20.0% | 70.8%-50.8pp | 83.6%-63.6pp | 69.5%-49.5pp |
| Annual return | 18.00% | 23.06%-5.1pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $263 | $3,387-92.2% | $5,433-95.2% | $2,342-88.8% |
| Participant deferral / active EE | $1,248 | $3,086-59.6% | $4,939-74.7% | $3,332-62.6% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,880-99.9% | $4,645-99.8% |