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 | $30,782 | $96,635-68.1% | $86,612-64.5% | $139,434-77.9% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 20.51% | 106.41%-85.9pp | 591.07%-570.6pp | 372.94%-352.4pp |
| Employer contribution / active EE | $244 | $3,263-92.5% | $3,022-91.9% | $4,751-94.9% |
| Participant deferral / active EE | $1,833 | $4,836-62.1% | $4,438-58.7% | $6,710-72.7% |
| Admin fee / account holder | $262 | $6,408-95.9% | $5,614-95.3% | $11,403-97.7% |