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 | $12,561 | $108,172-88.4% | $77,482-83.8% | $158,922-92.1% |
| Participation rate | 9.1% | 64.4%-55.3pp | 54.2%-45.1pp | 82.0%-72.9pp |
| Annual return | 13.26% | 31.67%-18.4pp | 54.79%-41.5pp | 302.83%-289.6pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $191 | $2,456-92.2% | $1,861-89.7% | $5,982-96.8% |
| Admin fee / account holder | $104 | $3,708-97.2% | $2,858-96.4% | $11,246-99.1% |