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 7-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 | $12,673 | $96,484-86.9% | $75,886-83.3% | $152,861-91.7% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.3%-44.3pp | 82.4%-57.4pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $230 | $3,309-93.1% | $2,500-90.8% | $4,762-95.2% |
| Participant deferral / active EE | $2,875 | $4,553-36.9% | $3,603-20.2% | $5,850-50.9% |
| Admin fee / account holder | $18 | $8,078-99.8% | $5,418-99.7% | $11,596-99.8% |