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 6-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 | $45,623 | $84,696-46.1% | $75,696-39.7% | $167,490-72.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 36.84% | 199.36%-162.5pp | 104.53%-67.7pp | 478.56%-441.7pp |
| Employer contribution / active EE | $386 | $3,230-88.0% | $2,743-85.9% | $4,837-92.0% |
| Participant deferral / active EE | $9,750 | $4,580+112.9% | $3,821+155.1% | $6,341+53.8% |
| Admin fee / account holder | $193 | $5,355-96.4% | $3,619-94.7% | $12,309-98.4% |