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 6-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 | $26,997 | $90,348-70.1% | $75,972-64.5% | $145,922-81.5% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.1%-23.6pp | 80.3%-34.8pp |
| Annual return | 10.87% | 620.88%-610.0pp | 359.55%-348.7pp | 561.29%-550.4pp |
| Employer contribution / active EE | $381 | $3,311-88.5% | $2,685-85.8% | $4,660-91.8% |
| Participant deferral / active EE | $1,969 | $5,162-61.9% | $4,255-53.7% | $6,688-70.6% |
| Admin fee / account holder | $236 | $8,467-97.2% | $6,467-96.3% | $13,397-98.2% |