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 7-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 | $58,770 | $77,899-24.6% | $149,673-60.7% | $75,163-21.8% |
| Participation rate | 10.3% | 65.6%-55.2pp | 78.8%-68.4pp | 67.2%-56.8pp |
| Annual return | 14.31% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,270 | $3,411-62.8% | $5,680-77.6% | $4,125-69.2% |
| Admin fee / account holder | $279 | $5,956-95.3% | $13,210-97.9% | $5,651-95.1% |