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 | $29,581 | $102,966-71.3% | $90,281-67.2% | $152,861-80.6% |
| Participation rate | 52.6% | 75.9%-23.2pp | 73.3%-20.6pp | 82.4%-29.8pp |
| Annual return | 23.03% | 95.16%-72.1pp | 78.10%-55.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,276 | $4,281-70.2% | $3,885-67.2% | $5,850-78.2% |
| Admin fee / account holder | $177 | $6,171-97.1% | $5,351-96.7% | $11,596-98.5% |