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 | $35,034 | $85,202-58.9% | $172,739-79.7% | $72,985-52.0% |
| Participation rate | 17.1% | 70.1%-52.9pp | 82.6%-65.5pp | 69.5%-52.3pp |
| Annual return | 18.75% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $952 | $3,260-70.8% | $5,198-81.7% | $3,607-73.6% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |