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 | $38,528 | $157,256-75.5% | $141,162-72.7% | $152,861-74.8% |
| Participation rate | 28.6% | 84.8%-56.2pp | 82.5%-53.9pp | 82.4%-53.9pp |
| Annual return | 25.64% | 64.32%-38.7pp | 71.39%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,892 | $7,109-59.3% | $6,709-56.9% | $5,850-50.6% |
| Admin fee / account holder | $38 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |