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 | $31,992 | $105,998-69.8% | $92,233-65.3% | $147,584-78.3% |
| Participation rate | 52.2% | 80.4%-28.2pp | 76.5%-24.3pp | 82.8%-30.7pp |
| Annual return | 12.09% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $385 | $4,333-91.1% | $3,679-89.5% | $4,876-92.1% |
| Participant deferral / active EE | $1,805 | $4,478-59.7% | $3,897-53.7% | $5,439-66.8% |
| Admin fee / account holder | $39 | $6,332-99.4% | $5,194-99.2% | $10,885-99.6% |