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 8-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 | $17,710 | $107,334-83.5% | $92,893-80.9% | $152,861-88.4% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 31.92% | 145.58%-113.7pp | 109.41%-77.5pp | 345.32%-313.4pp |
| Employer contribution / active EE | $442 | $4,221-89.5% | $3,653-87.9% | $4,762-90.7% |
| Participant deferral / active EE | $1,737 | $4,845-64.1% | $4,236-59.0% | $5,850-70.3% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |