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 | $41,572 | $96,484-56.9% | $75,886-45.2% | $152,861-72.8% |
| Participation rate | 55.6% | 76.2%-20.6pp | 69.3%-13.7pp | 82.4%-26.9pp |
| Annual return | 21.10% | 33.98%-12.9pp | 30.76%-9.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $261 | $3,309-92.1% | $2,500-89.6% | $4,762-94.5% |
| Participant deferral / active EE | $1,333 | $4,553-70.7% | $3,603-63.0% | $5,850-77.2% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |