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 | $41,149 | $95,416-56.9% | $185,823-77.9% | $85,850-52.1% |
| Participation rate | 22.9% | 68.8%-45.8pp | 81.7%-58.8pp | 69.3%-46.4pp |
| Annual return | 15.66% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,786 | $3,423-47.8% | $5,568-67.9% | $3,952-54.8% |
| Admin fee / account holder | $228 | $7,213-96.8% | $16,237-98.6% | $6,260-96.4% |