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 9-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 | $20,720 | $105,998-80.5% | $92,233-77.5% | $147,584-86.0% |
| Participation rate | 22.2% | 80.4%-58.2pp | 76.5%-54.3pp | 82.8%-60.6pp |
| Annual return | 17.24% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $497 | $4,333-88.5% | $3,679-86.5% | $4,876-89.8% |
| Participant deferral / active EE | $2,812 | $4,478-37.2% | $3,897-27.8% | $5,439-48.3% |
| Admin fee / account holder | $32 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |