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 | $44,369 | $148,534-70.1% | $135,903-67.4% | $139,434-68.2% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 236.67% | 79.19%+157.5pp | 68.23%+168.4pp | 372.94%-136.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,721 | $8,100-41.7% | $7,758-39.1% | $6,710-29.6% |
| Admin fee / account holder | $11 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |