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 | $43,476 | $98,240-55.7% | $82,313-47.2% | $147,584-70.5% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 18.95% | 30.85%-11.9pp | 25.88%-6.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $396 | $3,192-87.6% | $2,428-83.7% | $4,876-91.9% |
| Participant deferral / active EE | $1,582 | $4,383-63.9% | $3,706-57.3% | $5,439-70.9% |
| Admin fee / account holder | $56 | $8,563-99.3% | $5,608-99.0% | $10,885-99.5% |