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 3-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 | $33,086 | $88,707-62.7% | $74,183-55.4% | $273,961-87.9% |
| Participation rate | 11.1% | 79.4%-68.3pp | 76.6%-65.5pp | 83.0%-71.9pp |
| Annual return | 21.07% | 11.94%+9.1pp | 17.74%+3.3pp | 41.45%-20.4pp |
| Employer contribution / active EE | $296 | $3,159-90.6% | $2,370-87.5% | $4,869-93.9% |
| Participant deferral / active EE | $1,415 | $4,212-66.4% | $3,550-60.1% | $5,287-73.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |