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 | $53,369 | $99,079-46.1% | $77,999-31.6% | $273,961-80.5% |
| Participation rate | 47.4% | 78.6%-31.2pp | 75.5%-28.2pp | 83.0%-35.6pp |
| Annual return | 20.54% | 217.93%-197.4pp | 425.96%-405.4pp | 41.45%-20.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,580 | $4,306-16.9% | $3,497+2.4% | $5,287-32.3% |
| Admin fee / account holder | $224 | $8,954-97.5% | $5,480-95.9% | $10,132-97.8% |