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 | $53,365 | $105,998-49.7% | $92,233-42.1% | $147,584-63.8% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 14.64% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $348 | $4,333-92.0% | $3,679-90.5% | $4,876-92.9% |
| Participant deferral / active EE | $1,604 | $4,478-64.2% | $3,897-58.8% | $5,439-70.5% |
| Admin fee / account holder | $155 | $6,332-97.6% | $5,194-97.0% | $10,885-98.6% |