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 | $29,638 | $57,281-48.3% | $86,612-65.8% | $75,163-60.6% |
| Participation rate | 37.9% | 63.2%-25.3pp | 71.7%-33.8pp | 67.2%-29.3pp |
| Annual return | 18.78% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,334 | $3,318-29.6% | $4,438-47.4% | $4,125-43.4% |
| Admin fee / account holder | $178 | $4,112-95.7% | $5,614-96.8% | $5,651-96.8% |