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 | $43,418 | $183,963-76.4% | $162,163-73.2% | $152,861-71.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 12.78% | 150.76%-138.0pp | 115.59%-102.8pp | 345.32%-332.5pp |
| Employer contribution / active EE | $480 | $6,371-92.5% | $5,614-91.4% | $4,762-89.9% |
| Participant deferral / active EE | $3,400 | $8,034-57.7% | $7,298-53.4% | $5,850-41.9% |
| Admin fee / account holder | $206 | $13,121-98.4% | $10,843-98.1% | $11,596-98.2% |