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 | $16,847 | $105,998-84.1% | $92,233-81.7% | $147,584-88.6% |
| Participation rate | 27.3% | 80.4%-53.1pp | 76.5%-49.2pp | 82.8%-55.6pp |
| Annual return | 21.88% | 50.05%-28.2pp | 176.28%-154.4pp | 578.55%-556.7pp |
| Employer contribution / active EE | $550 | $4,333-87.3% | $3,679-85.1% | $4,876-88.7% |
| Participant deferral / active EE | $1,176 | $4,478-73.7% | $3,897-69.8% | $5,439-78.4% |
| Admin fee / account holder | $85 | $6,332-98.7% | $5,194-98.4% | $10,885-99.2% |