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 | $23,959 | $63,346-62.2% | $92,233-74.0% | $70,131-65.8% |
| Participation rate | 33.7% | 68.7%-35.0pp | 76.5%-42.8pp | 69.5%-35.8pp |
| Annual return | 22.60% | 530.12%-507.5pp | 176.28%-153.7pp | 73.14%-50.5pp |
| Employer contribution / active EE | $160 | $2,471-93.5% | $3,679-95.6% | $2,342-93.2% |
| Participant deferral / active EE | $1,161 | $2,854-59.3% | $3,897-70.2% | $3,332-65.1% |
| Admin fee / account holder | $68 | $3,840-98.2% | $5,194-98.7% | $4,645-98.5% |