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 7-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 | $31,848 | $209,411-84.8% | $178,490-82.2% | $158,922-80.0% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 35.00% | 188.75%-153.7pp | 151.07%-116.1pp | 302.83%-267.8pp |
| Employer contribution / active EE | $613 | $5,706-89.3% | $5,011-87.8% | $4,761-87.1% |
| Participant deferral / active EE | $7,286 | $5,954+22.4% | $5,202+40.1% | $5,982+21.8% |
| Admin fee / account holder | $108 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |