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 | $56,026 | $105,931-47.1% | $81,930-31.6% | $158,922-64.7% |
| Participation rate | 23.1% | 75.6%-52.5pp | 72.0%-48.9pp | 82.0%-58.9pp |
| Annual return | 18.85% | 38.17%-19.3pp | 29.49%-10.6pp | 302.83%-284.0pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,231 | $13,003-90.5% | $7,107-82.7% | $5,982-79.4% |
| Admin fee / account holder | $20 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |