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 | $51,238 | $63,346-19.1% | $92,233-44.4% | $70,131-26.9% |
| Participation rate | 37.8% | 68.7%-30.8pp | 76.5%-38.6pp | 69.5%-31.7pp |
| Annual return | 16.13% | 530.12%-514.0pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $307 | $2,471-87.6% | $3,679-91.7% | $2,342-86.9% |
| Participant deferral / active EE | $1,228 | $2,854-57.0% | $3,897-68.5% | $3,332-63.1% |
| Admin fee / account holder | $5 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |