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 | $35,110 | $57,281-38.7% | $86,612-59.5% | $75,163-53.3% |
| Participation rate | 65.4% | 63.2%+2.2pp | 71.7%-6.3pp | 67.2%-1.8pp |
| Annual return | 17.22% | 2670.75%-2653.5pp | 591.07%-573.8pp | 160.62%-143.4pp |
| Employer contribution / active EE | $171 | $2,314-92.6% | $3,022-94.3% | $2,670-93.6% |
| Participant deferral / active EE | $1,858 | $3,318-44.0% | $4,438-58.1% | $4,125-55.0% |
| Admin fee / account holder | $239 | $4,112-94.2% | $5,614-95.7% | $5,651-95.8% |