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 | $47,852 | $112,096-57.3% | $95,952-50.1% | $158,922-69.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 21.39% | 171.09%-149.7pp | 91.61%-70.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $443 | $3,198-86.1% | $2,541-82.6% | $4,761-90.7% |
| Participant deferral / active EE | $3,113 | $4,784-34.9% | $4,167-25.3% | $5,982-48.0% |
| Admin fee / account holder | $53 | $10,130-99.5% | $6,795-99.2% | $11,246-99.5% |