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 | $60,252 | $113,339-46.8% | $94,993-36.6% | $147,584-59.2% |
| Participation rate | 20.0% | 78.0%-58.0pp | 73.9%-53.9pp | 82.8%-62.8pp |
| Annual return | 20.03% | 20.77%-0.7pp | 27.12%-7.1pp | 578.55%-558.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $762 | $3,777-79.8% | $3,317-77.0% | $5,439-86.0% |
| Admin fee / account holder | $51 | $6,063-99.2% | $4,960-99.0% | $10,885-99.5% |