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 | $41,923 | $109,327-61.7% | $89,391-53.1% | $158,922-73.6% |
| Participation rate | 35.7% | 74.3%-38.5pp | 68.0%-32.3pp | 82.0%-46.2pp |
| Annual return | 22.56% | 345.68%-323.1pp | 245.62%-223.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $186 | $3,170-94.1% | $2,586-92.8% | $4,761-96.1% |
| Participant deferral / active EE | $1,222 | $4,598-73.4% | $3,890-68.6% | $5,982-79.6% |
| Admin fee / account holder | $6 | $6,153-99.9% | $4,881-99.9% | $11,246-99.9% |