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 | $22,936 | $117,381-80.5% | $99,443-76.9% | $152,861-85.0% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.4%-49.1pp |
| Annual return | 16.63% | 31.87%-15.2pp | 30.72%-14.1pp | 345.32%-328.7pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,768 | $4,086-7.8% | $3,619+4.1% | $5,850-35.6% |
| Admin fee / account holder | $121 | $7,631-98.4% | $6,250-98.1% | $11,596-99.0% |