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 | $18,559 | $34,308-45.9% | $74,701-75.2% | $72,985-74.6% |
| Participation rate | 64.7% | 42.4%+22.3pp | 54.5%+10.2pp | 69.5%-4.8pp |
| Annual return | 20.65% | 26.58%-5.9pp | 752.92%-732.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $850 | $1,271-33.1% | $1,964-56.7% | $3,607-76.4% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |