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 | $69,873 | $115,770-39.6% | $101,248-31.0% | $158,922-56.0% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 8.29% | 56.14%-47.9pp | 46.47%-38.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $533 | $4,175-87.2% | $3,660-85.4% | $4,761-88.8% |
| Participant deferral / active EE | $8,667 | $4,957+74.8% | $4,370+98.3% | $5,982+44.9% |
| Admin fee / account holder | $250 | $7,245-96.5% | $5,945-95.8% | $11,246-97.8% |