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 | $32,698 | $138,065-76.3% | $123,544-73.5% | $135,375-75.8% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | 42.80% | 153.68%-110.9pp | 119.20%-76.4pp | 519.73%-476.9pp |
| Employer contribution / active EE | $521 | $5,151-89.9% | $4,628-88.8% | $4,779-89.1% |
| Participant deferral / active EE | $2,796 | $6,799-58.9% | $6,426-56.5% | $5,609-50.1% |
| Admin fee / account holder | $137 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |