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 | $35,416 | $91,190-61.2% | $178,490-80.2% | $79,858-55.7% |
| Participation rate | 5.1% | 69.2%-64.1pp | 81.9%-76.9pp | 69.6%-64.6pp |
| Annual return | 41.55% | 24.19%+17.4pp | 151.07%-109.5pp | 31.71%+9.8pp |
| Employer contribution / active EE | $206 | $3,256-93.7% | $5,011-95.9% | $2,471-91.6% |
| Participant deferral / active EE | $975 | $3,236-69.9% | $5,202-81.3% | $3,740-73.9% |
| Admin fee / account holder | $19 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |