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 | $64,594 | $150,440-57.1% | $136,294-52.6% | $147,584-56.2% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 17.88% | 1049.08%-1031.2pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $828 | $5,256-84.3% | $4,695-82.4% | $4,876-83.0% |
| Participant deferral / active EE | $2,321 | $6,630-65.0% | $6,247-62.8% | $5,439-57.3% |
| Admin fee / account holder | $286 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |