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 9-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 | $20,482 | $85,202-76.0% | $172,739-88.1% | $72,985-71.9% |
| Participation rate | 18.5% | 70.1%-51.5pp | 82.6%-64.1pp | 69.5%-51.0pp |
| Annual return | 24.14% | 27.32%-3.2pp | 802.84%-778.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $247 | $3,324-92.6% | $5,143-95.2% | $2,440-89.9% |
| Participant deferral / active EE | $902 | $3,260-72.3% | $5,198-82.6% | $3,607-75.0% |
| Admin fee / account holder | $15 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |