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 | $18,786 | $77,634-75.8% | $156,549-88.0% | $62,891-70.1% |
| Participation rate | 29.1% | 71.2%-42.1pp | 84.0%-54.9pp | 69.3%-40.2pp |
| Annual return | 335.89% | 50.32%+285.6pp | 32.23%+303.7pp | 20.14%+315.8pp |
| Employer contribution / active EE | $279 | $3,444-91.9% | $5,501-94.9% | $2,281-87.8% |
| Participant deferral / active EE | $1,291 | $3,045-57.6% | $4,871-73.5% | $3,203-59.7% |
| Admin fee / account holder | $122 | $5,561-97.8% | $13,027-99.1% | $4,296-97.2% |