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 | $56,337 | $183,963-69.4% | $162,163-65.3% | $152,861-63.1% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.4%-19.9pp |
| Annual return | 29.59% | 150.76%-121.2pp | 115.59%-86.0pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,070 | $6,371-83.2% | $5,614-80.9% | $4,762-77.5% |
| Participant deferral / active EE | $3,814 | $8,034-52.5% | $7,298-47.7% | $5,850-34.8% |
| Admin fee / account holder | $25 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |