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 7-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 | $26,191 | $111,754-76.6% | $103,333-74.7% | $145,922-82.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 11.91% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $14 | $4,212-99.7% | $3,868-99.6% | $4,660-99.7% |
| Participant deferral / active EE | $4,442 | $5,619-20.9% | $5,057-12.2% | $6,688-33.6% |
| Admin fee / account holder | $137 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |