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 8-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 | $22,035 | $115,770-81.0% | $101,248-78.2% | $158,922-86.1% |
| Participation rate | 11.1% | 79.4%-68.3pp | 75.8%-64.7pp | 82.0%-70.8pp |
| Annual return | 74.23% | 56.14%+18.1pp | 46.47%+27.8pp | 302.83%-228.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,167 | $4,957-56.3% | $4,370-50.4% | $5,982-63.8% |
| Admin fee / account holder | $105 | $7,245-98.6% | $5,945-98.2% | $11,246-99.1% |