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 | $41,288 | $226,064-81.7% | $182,532-77.4% | $152,861-73.0% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.0%-55.8pp | 82.4%-60.2pp |
| Annual return | 18.48% | 192.51%-174.0pp | 148.54%-130.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,922 | $6,368-69.8% | $5,524-65.2% | $5,850-67.1% |
| Admin fee / account holder | $221 | $10,703-97.9% | $8,592-97.4% | $11,596-98.1% |