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 4-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 | $33,536 | $70,756-52.6% | $65,493-48.8% | $142,382-76.4% |
| Participation rate | 14.3% | 77.4%-63.1pp | 73.1%-58.8pp | 80.1%-65.8pp |
| Annual return | 17.68% | 1754.89%-1737.2pp | 982.45%-964.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $201 | $2,881-93.0% | $2,574-92.2% | $4,299-95.3% |
| Participant deferral / active EE | $871 | $4,637-81.2% | $3,961-78.0% | $6,507-86.6% |
| Admin fee / account holder | $206 | $6,559-96.9% | $5,028-95.9% | $12,624-98.4% |