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 | $59,086 | $70,669-16.4% | $169,368-65.1% | $75,163-21.4% |
| Participation rate | 40.0% | 64.8%-24.8pp | 77.1%-37.1pp | 67.2%-27.2pp |
| Annual return | 18.67% | 36.36%-17.7pp | 405.60%-386.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,409 | $4,311-44.1% | $6,221-61.3% | $4,125-41.6% |
| Admin fee / account holder | $282 | $5,402-94.8% | $9,003-96.9% | $5,651-95.0% |