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 | $22,942 | $227,553-89.9% | $189,557-87.9% | $167,490-86.3% |
| Participation rate | 58.3% | 82.5%-24.2pp | 78.4%-20.1pp | 82.1%-23.8pp |
| Annual return | 18.45% | 78.40%-59.9pp | 64.17%-45.7pp | 478.56%-460.1pp |
| Employer contribution / active EE | $477 | $5,316-91.0% | $4,412-89.2% | $4,837-90.1% |
| Participant deferral / active EE | $3,690 | $7,002-47.3% | $6,174-40.2% | $6,341-41.8% |
| Admin fee / account holder | $9 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |