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 | $30,941 | $169,032-81.7% | $129,207-76.1% | $145,922-78.8% |
| Participation rate | 30.4% | 76.4%-46.0pp | 69.6%-39.2pp | 80.3%-49.8pp |
| Annual return | 12.21% | 14330.11%-14317.9pp | 9417.33%-9405.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,023 | $4,987-59.4% | $4,168-51.5% | $6,688-69.7% |
| Admin fee / account holder | $146 | $9,954-98.5% | $7,715-98.1% | $13,397-98.9% |