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 | $47,886 | $165,335-71.0% | $149,696-68.0% | $158,922-69.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 34.76% | 348.15%-313.4pp | 276.60%-241.8pp | 302.83%-268.1pp |
| Employer contribution / active EE | $802 | $5,103-84.3% | $4,644-82.7% | $4,761-83.2% |
| Participant deferral / active EE | $3,382 | $7,181-52.9% | $6,842-50.6% | $5,982-43.5% |
| Admin fee / account holder | $64 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |