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 | $49,601 | $118,680-58.2% | $98,907-49.9% | $158,922-68.8% |
| Participation rate | 69.2% | 77.8%-8.6pp | 76.0%-6.8pp | 82.0%-12.7pp |
| Annual return | 13.85% | 372.35%-358.5pp | 196.43%-182.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,488 | $5,088-70.8% | $4,244-64.9% | $5,982-75.1% |
| Admin fee / account holder | $31 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |