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 | $29,182 | $53,127-45.1% | $86,590-66.3% | $70,131-58.4% |
| Participation rate | 37.7% | 65.3%-27.6pp | 73.5%-35.9pp | 69.5%-31.9pp |
| Annual return | 16.95% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $868 | $2,696-67.8% | $3,609-75.9% | $3,332-73.9% |
| Admin fee / account holder | $164 | $3,585-95.4% | $4,906-96.7% | $4,645-96.5% |