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 5-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 | $106,592 | $150,187-29.0% | $120,354-11.4% | $145,922-27.0% |
| Participation rate | 9.1% | 78.8%-69.7pp | 71.9%-62.8pp | 80.3%-71.2pp |
| Annual return | 34.27% | 154.07%-119.8pp | 107.15%-72.9pp | 561.29%-527.0pp |
| Employer contribution / active EE | $99 | $4,348-97.7% | $3,463-97.2% | $4,660-97.9% |
| Participant deferral / active EE | $1,808 | $6,173-70.7% | $4,991-63.8% | $6,688-73.0% |
| Admin fee / account holder | $140 | $12,207-98.9% | $9,423-98.5% | $13,397-99.0% |