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 | $28,468 | $115,770-75.4% | $101,248-71.9% | $158,922-82.1% |
| Participation rate | 46.2% | 79.4%-33.2pp | 75.8%-29.7pp | 82.0%-35.8pp |
| Annual return | 26.10% | 56.14%-30.0pp | 46.47%-20.4pp | 302.83%-276.7pp |
| Employer contribution / active EE | $692 | $4,175-83.4% | $3,660-81.1% | $4,761-85.5% |
| Participant deferral / active EE | $1,502 | $4,957-69.7% | $4,370-65.6% | $5,982-74.9% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |