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 | $34,310 | $112,096-69.4% | $95,952-64.2% | $158,922-78.4% |
| Participation rate | 52.2% | 79.0%-26.8pp | 77.1%-24.9pp | 82.0%-29.8pp |
| Annual return | 17.93% | 171.09%-153.2pp | 91.61%-73.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $415 | $3,198-87.0% | $2,541-83.7% | $4,761-91.3% |
| Participant deferral / active EE | $3,264 | $4,784-31.8% | $4,167-21.7% | $5,982-45.4% |
| Admin fee / account holder | $214 | $10,130-97.9% | $6,795-96.9% | $11,246-98.1% |