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 | $48,350 | $68,346-29.3% | $94,646-48.9% | $75,163-35.7% |
| Participation rate | 60.0% | 76.1%-16.1pp | 80.8%-20.8pp | 67.2%-7.2pp |
| Annual return | 16.66% | 616.93%-600.3pp | 156.71%-140.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,298 | $6,537-49.6% | $7,418-55.5% | $4,125-20.1% |
| Admin fee / account holder | $172 | $5,326-96.8% | $7,231-97.6% | $5,651-96.9% |