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 | $21,401 | $115,882-81.5% | $100,516-78.7% | $158,922-86.5% |
| Participation rate | 54.5% | 81.6%-27.0pp | 79.4%-24.9pp | 82.0%-27.4pp |
| Annual return | 25.01% | 34.79%-9.8pp | 30.89%-5.9pp | 302.83%-277.8pp |
| Employer contribution / active EE | $342 | $4,103-91.7% | $3,418-90.0% | $4,761-92.8% |
| Participant deferral / active EE | $2,646 | $6,674-60.4% | $6,270-57.8% | $5,982-55.8% |
| Admin fee / account holder | $9 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |