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 | $11,745 | $88,751-86.8% | $81,812-85.6% | $145,922-92.0% |
| Participation rate | 43.5% | 75.0%-31.6pp | 72.3%-28.9pp | 80.3%-36.8pp |
| Annual return | 20.57% | 1025.40%-1004.8pp | 773.79%-753.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $309 | $3,083-90.0% | $2,912-89.4% | $4,660-93.4% |
| Participant deferral / active EE | $1,827 | $4,643-60.7% | $4,319-57.7% | $6,688-72.7% |
| Admin fee / account holder | $63 | $8,415-99.3% | $7,386-99.2% | $13,397-99.5% |