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 | $23,797 | $109,327-78.2% | $89,391-73.4% | $158,922-85.0% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 13.46% | 345.68%-332.2pp | 245.62%-232.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $231 | $3,170-92.7% | $2,586-91.1% | $4,761-95.2% |
| Participant deferral / active EE | $1,138 | $4,598-75.2% | $3,890-70.7% | $5,982-81.0% |
| Admin fee / account holder | $271 | $6,153-95.6% | $4,881-94.5% | $11,246-97.6% |