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 7-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 | $9,998 | $108,172-90.8% | $77,482-87.1% | $158,922-93.7% |
| Participation rate | 20.8% | 64.4%-43.6pp | 54.2%-33.4pp | 82.0%-61.1pp |
| Annual return | 31.40% | 31.67%-0.3pp | 54.79%-23.4pp | 302.83%-271.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,062 | $2,456-56.8% | $1,861-42.9% | $5,982-82.2% |
| Admin fee / account holder | $74 | $3,708-98.0% | $2,858-97.4% | $11,246-99.3% |