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 | $54,867 | $53,127+3.3% | $86,590-36.6% | $70,131-21.8% |
| Participation rate | 46.4% | 65.3%-18.9pp | 73.5%-27.1pp | 69.5%-23.1pp |
| Annual return | 13.12% | 27.66%-14.5pp | 964.84%-951.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,291 | $2,696-15.0% | $3,609-36.5% | $3,332-31.2% |
| Admin fee / account holder | $4 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |