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 | $52,015 | $114,381-54.5% | $107,525-51.6% | $142,382-63.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 63.28% | 242.71%-179.4pp | 181.32%-118.0pp | 217.08%-153.8pp |
| Employer contribution / active EE | $645 | $4,015-83.9% | $3,754-82.8% | $4,299-85.0% |
| Participant deferral / active EE | $1,980 | $5,564-64.4% | $5,116-61.3% | $6,507-69.6% |
| Admin fee / account holder | $7 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |