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 | $47,991 | $150,440-68.1% | $136,294-64.8% | $147,584-67.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 16.33% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | -$150 | $5,256-102.9% | $4,695-103.2% | $4,876-103.1% |
| Participant deferral / active EE | $4,950 | $6,630-25.3% | $6,247-20.8% | $5,439-9.0% |
| Admin fee / account holder | $192 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |