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 | $42,853 | $56,317-23.9% | $71,209-39.8% | $74,304-42.3% |
| Participation rate | 27.0% | 55.1%-28.1pp | 73.8%-46.7pp | 60.3%-33.3pp |
| Annual return | 21.16% | 42.83%-21.7pp | 282.51%-261.3pp | 29.43%-8.3pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $666 | $2,788-76.1% | $4,175-84.0% | $3,767-82.3% |
| Admin fee / account holder | $240 | $2,290-89.5% | $5,349-95.5% | $2,969-91.9% |