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 4-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 | $19,861 | $24,730-19.7% | $66,042-69.9% | $84,808-76.6% |
| Participation rate | 13.3% | 68.1%-54.8pp | 67.5%-54.2pp | 68.3%-55.0pp |
| Annual return | 20.41% | 79.55%-59.1pp | 52.11%-31.7pp | 40.90%-20.5pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $762 | $1,737-56.1% | $2,835-73.1% | $4,212-81.9% |
| Admin fee / account holder | $270 | $3,014-91.0% | $5,747-95.3% | $7,344-96.3% |