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 | $29,042 | $51,576-43.7% | $129,207-77.5% | $80,856-64.1% |
| Participation rate | 33.3% | 57.0%-23.6pp | 69.6%-36.3pp | 67.6%-34.3pp |
| Annual return | 16.22% | 20.81%-4.6pp | 9417.33%-9401.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,007 | $2,669-24.8% | $4,168-51.9% | $4,296-53.3% |
| Admin fee / account holder | $194 | $4,305-95.5% | $7,715-97.5% | $6,918-97.2% |