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 | $61,465 | $72,400-15.1% | $67,502-8.9% | $145,922-57.9% |
| Participation rate | 47.6% | 76.9%-29.2pp | 72.9%-25.3pp | 80.3%-32.7pp |
| Annual return | 16.38% | 7182.46%-7166.1pp | 3512.12%-3495.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,163 | $4,783-33.9% | $4,000-20.9% | $6,688-52.7% |
| Admin fee / account holder | $260 | $5,539-95.3% | $3,998-93.5% | $13,397-98.1% |