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 | $9,894 | $58,208-83.0% | $81,812-87.9% | $80,856-87.8% |
| Participation rate | 19.2% | 63.4%-44.2pp | 72.3%-53.1pp | 67.6%-48.4pp |
| Annual return | 13.61% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,048 | $3,281-68.1% | $4,319-75.7% | $4,296-75.6% |
| Admin fee / account holder | $44 | $4,981-99.1% | $7,386-99.4% | $6,918-99.4% |