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 | $54,715 | $209,411-73.9% | $178,490-69.3% | $158,922-65.6% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 16.19% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $762 | $5,706-86.7% | $5,011-84.8% | $4,761-84.0% |
| Participant deferral / active EE | $4,218 | $5,954-29.2% | $5,202-18.9% | $5,982-29.5% |
| Admin fee / account holder | $36 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |