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 10-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 | $16,525 | $85,202-80.6% | $172,739-90.4% | $72,985-77.4% |
| Participation rate | 36.5% | 70.1%-33.5pp | 82.6%-46.1pp | 69.5%-32.9pp |
| Annual return | 24.19% | 27.32%-3.1pp | 802.84%-778.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $367 | $3,324-89.0% | $5,143-92.9% | $2,440-85.0% |
| Participant deferral / active EE | $901 | $3,260-72.4% | $5,198-82.7% | $3,607-75.0% |
| Admin fee / account holder | $137 | $5,884-97.7% | $13,954-99.0% | $5,124-97.3% |