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 5-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 | $14,148 | $30,400-53.5% | $53,898-73.8% | $84,808-83.3% |
| Participation rate | 8.3% | 46.4%-38.1pp | 55.0%-46.6pp | 68.3%-60.0pp |
| Annual return | 20.50% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $321 | $1,199-73.2% | $1,826-82.4% | $4,212-92.4% |
| Admin fee / account holder | $189 | $1,993-90.5% | $2,491-92.4% | $7,344-97.4% |