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 5-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 | $7,006 | $72,400-90.3% | $67,502-89.6% | $145,922-95.2% |
| Participation rate | 55.0% | 76.9%-21.9pp | 72.9%-17.9pp | 80.3%-25.3pp |
| Annual return | 16.00% | 7182.46%-7166.5pp | 3512.12%-3496.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $166 | $3,069-94.6% | $2,731-93.9% | $4,660-96.4% |
| Participant deferral / active EE | $909 | $4,783-81.0% | $4,000-77.3% | $6,688-86.4% |
| Admin fee / account holder | $9 | $5,539-99.8% | $3,998-99.8% | $13,397-99.9% |