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 | $60,825 | $150,440-59.6% | $136,294-55.4% | $147,584-58.8% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 18.99% | 1049.08%-1030.1pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $545 | $5,256-89.6% | $4,695-88.4% | $4,876-88.8% |
| Participant deferral / active EE | $4,273 | $6,630-35.6% | $6,247-31.6% | $5,439-21.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |