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 | $88,122 | $101,317-13.0% | $146,958-40.0% | $74,495+18.3% |
| Participation rate | 46.4% | 75.5%-29.1pp | 82.2%-35.8pp | 67.2%-20.8pp |
| Annual return | 17.44% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,853 | $7,303-19.9% | $8,070-27.5% | $4,346+34.7% |
| Admin fee / account holder | $3 | $1,739-99.8% | $12,998-100.0% | $1,942-99.8% |