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 | $17,402 | $109,327-84.1% | $89,391-80.5% | $158,922-89.1% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.3pp | 82.0%-12.7pp |
| Annual return | 26.03% | 345.68%-319.6pp | 245.62%-219.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,280 | $4,598-6.9% | $3,890+10.0% | $5,982-28.5% |
| Admin fee / account holder | $277 | $6,153-95.5% | $4,881-94.3% | $11,246-97.5% |