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 | $40,088 | $107,334-62.7% | $92,893-56.8% | $152,861-73.8% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.4%-68.2pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $294 | $4,221-93.0% | $3,653-92.0% | $4,762-93.8% |
| Participant deferral / active EE | $5,429 | $4,845+12.1% | $4,236+28.1% | $5,850-7.2% |
| Admin fee / account holder | $13 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |