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 | $14,963 | $58,208-74.3% | $81,812-81.7% | $80,856-81.5% |
| Participation rate | 27.6% | 63.4%-35.8pp | 72.3%-44.8pp | 67.6%-40.1pp |
| Annual return | 14.08% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,416 | $3,281-56.8% | $4,319-67.2% | $4,296-67.0% |
| Admin fee / account holder | $72 | $4,981-98.6% | $7,386-99.0% | $6,918-99.0% |