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 | $74,727 | $112,881-33.8% | $90,951-17.8% | $158,922-53.0% |
| Participation rate | 53.8% | 74.7%-20.9pp | 69.0%-15.2pp | 82.0%-28.1pp |
| Annual return | 15.98% | 215.79%-199.8pp | 134.60%-118.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $308 | $2,893-89.4% | $2,122-85.5% | $4,761-93.5% |
| Participant deferral / active EE | $1,605 | $4,128-61.1% | $3,373-52.4% | $5,982-73.2% |
| Admin fee / account holder | $32 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |