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 | $52,602 | $105,998-50.4% | $92,233-43.0% | $147,584-64.4% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 14.12% | 50.05%-35.9pp | 176.28%-162.2pp | 578.55%-564.4pp |
| Employer contribution / active EE | $488 | $4,333-88.7% | $3,679-86.7% | $4,876-90.0% |
| Participant deferral / active EE | $1,701 | $4,478-62.0% | $3,897-56.4% | $5,439-68.7% |
| Admin fee / account holder | -$52 | $6,332-100.8% | $5,194-101.0% | $10,885-100.5% |