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 | $20,402 | $100,852-79.8% | $90,404-77.4% | $158,922-87.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 16.17% | 1724.20%-1708.0pp | 1293.02%-1276.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $63 | $3,689-98.3% | $3,262-98.1% | $4,761-98.7% |
| Participant deferral / active EE | $783 | $4,348-82.0% | $3,963-80.2% | $5,982-86.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |