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 | $24,128 | $84,696-71.5% | $75,696-68.1% | $167,490-85.6% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.8%-29.4pp | 82.1%-36.7pp |
| Annual return | 18.57% | 199.36%-180.8pp | 104.53%-86.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $280 | $3,230-91.3% | $2,743-89.8% | $4,837-94.2% |
| Participant deferral / active EE | $1,600 | $4,580-65.1% | $3,821-58.1% | $6,341-74.8% |
| Admin fee / account holder | $212 | $5,355-96.0% | $3,619-94.1% | $12,309-98.3% |