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 | $16,385 | $60,124-72.7% | $90,404-81.9% | $79,858-79.5% |
| Participation rate | 59.4% | 65.0%-5.6pp | 72.7%-13.3pp | 69.6%-10.3pp |
| Annual return | 15.98% | 71.94%-56.0pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,495 | $2,938+18.9% | $3,963-11.8% | $3,740-6.6% |
| Admin fee / account holder | $91 | $3,976-97.7% | $5,611-98.4% | $5,306-98.3% |