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 | $49,198 | $180,449-72.7% | $154,107-68.1% | $135,375-63.7% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -5.50% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $285 | $6,035-95.3% | $5,298-94.6% | $4,779-94.0% |
| Participant deferral / active EE | $2,830 | $5,806-51.3% | $5,081-44.3% | $5,609-49.5% |
| Admin fee / account holder | $129 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |