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 | $26,852 | $165,335-83.8% | $149,696-82.1% | $158,922-83.1% |
| Participation rate | 58.8% | 84.6%-25.7pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 38.04% | 348.15%-310.1pp | 276.60%-238.6pp | 302.83%-264.8pp |
| Employer contribution / active EE | $840 | $5,103-83.5% | $4,644-81.9% | $4,761-82.4% |
| Participant deferral / active EE | $4,848 | $7,181-32.5% | $6,842-29.1% | $5,982-19.0% |
| Admin fee / account holder | $298 | $10,807-97.2% | $9,309-96.8% | $11,246-97.4% |