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 3-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 | $60,143 | $74,888-19.7% | $71,209-15.5% | $142,382-57.8% |
| Participation rate | 17.6% | 76.2%-58.6pp | 73.8%-56.1pp | 80.1%-62.5pp |
| Annual return | 20.80% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $280 | $2,854-90.2% | $2,721-89.7% | $4,299-93.5% |
| Participant deferral / active EE | $1,736 | $4,454-61.0% | $4,175-58.4% | $6,507-73.3% |
| Admin fee / account holder | $256 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |