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 6-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 | $51,837 | $183,519-71.8% | $155,509-66.7% | $145,922-64.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 27.27% | 61.17%-33.9pp | 64.67%-37.4pp | 561.29%-534.0pp |
| Employer contribution / active EE | $1,010 | $5,313-81.0% | $4,672-78.4% | $4,660-78.3% |
| Participant deferral / active EE | $9,188 | $6,462+42.2% | $5,626+63.3% | $6,688+37.4% |
| Admin fee / account holder | $278 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |