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 | $11,314 | $57,281-80.2% | $86,612-86.9% | $75,163-84.9% |
| Participation rate | 43.2% | 63.2%-20.0pp | 71.7%-28.5pp | 67.2%-24.0pp |
| Annual return | 21.78% | 2670.75%-2649.0pp | 591.07%-569.3pp | 160.62%-138.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,315 | $3,318-30.2% | $4,438-47.8% | $4,125-43.9% |
| Admin fee / account holder | $195 | $4,112-95.3% | $5,614-96.5% | $5,651-96.5% |