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 | $60,983 | $126,574-51.8% | $106,213-42.6% | $145,922-58.2% |
| Participation rate | 35.7% | 77.6%-41.9pp | 75.3%-39.6pp | 80.3%-44.6pp |
| Annual return | 10.29% | 224.79%-214.5pp | 116.14%-105.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $258 | $3,730-93.1% | $3,171-91.9% | $4,660-94.5% |
| Participant deferral / active EE | $2,422 | $5,724-57.7% | $5,016-51.7% | $6,688-63.8% |
| Admin fee / account holder | $68 | $17,304-99.6% | $11,033-99.4% | $13,397-99.5% |