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 | $59,458 | $107,334-44.6% | $92,893-36.0% | $152,861-61.1% |
| Participation rate | 13.3% | 79.8%-66.5pp | 76.0%-62.7pp | 82.4%-69.1pp |
| Annual return | 22.76% | 145.58%-122.8pp | 109.41%-86.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $415 | $4,221-90.2% | $3,653-88.6% | $4,762-91.3% |
| Participant deferral / active EE | $1,489 | $4,845-69.3% | $4,236-64.9% | $5,850-74.6% |
| Admin fee / account holder | $237 | $7,079-96.7% | $5,794-95.9% | $11,596-98.0% |