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 | $10,918 | $95,561-88.6% | $77,163-85.9% | $139,434-92.2% |
| Participation rate | 56.5% | 73.9%-17.4pp | 69.6%-13.1pp | 80.3%-23.8pp |
| Annual return | 19.14% | 54.92%-35.8pp | 37.87%-18.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,646 | $4,624-64.4% | $3,833-57.1% | $6,710-75.5% |
| Admin fee / account holder | $29 | $8,295-99.6% | $5,472-99.5% | $11,403-99.7% |