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 | $24,669 | $106,890-76.9% | $84,015-70.6% | $152,861-83.9% |
| Participation rate | 20.0% | 75.2%-55.2pp | 69.0%-49.0pp | 82.4%-62.4pp |
| Annual return | 40.12% | 104.99%-64.9pp | 71.31%-31.2pp | 345.32%-305.2pp |
| Employer contribution / active EE | $196 | $2,734-92.8% | $1,983-90.1% | $4,762-95.9% |
| Participant deferral / active EE | $2,498 | $4,011-37.7% | $3,239-22.9% | $5,850-57.3% |
| Admin fee / account holder | $248 | $8,285-97.0% | $6,101-95.9% | $11,596-97.9% |