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 | $74,752 | $198,466-62.3% | $170,442-56.1% | $147,584-49.3% |
| Participation rate | 16.7% | 88.0%-71.3pp | 83.6%-66.9pp | 82.8%-66.2pp |
| Annual return | 168.22% | 257.29%-89.1pp | 205.93%-37.7pp | 578.55%-410.3pp |
| Employer contribution / active EE | $356 | $6,184-94.2% | $5,433-93.5% | $4,876-92.7% |
| Participant deferral / active EE | $3,000 | $5,629-46.7% | $4,939-39.3% | $5,439-44.8% |
| Admin fee / account holder | $223 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |