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 | $28,697 | $100,773-71.5% | $88,946-67.7% | $142,382-79.8% |
| Participation rate | 21.4% | 74.3%-52.9pp | 68.8%-47.4pp | 80.1%-58.7pp |
| Annual return | 12.07% | 70.18%-58.1pp | 57.82%-45.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,670 | $5,230-68.1% | $4,581-63.6% | $6,507-74.3% |
| Admin fee / account holder | $179 | $9,693-98.1% | $8,261-97.8% | $12,624-98.6% |