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 3-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 | $19,113 | $58,208-67.2% | $81,812-76.6% | $80,856-76.4% |
| Participation rate | 31.0% | 63.4%-32.4pp | 72.3%-41.3pp | 67.6%-36.6pp |
| Annual return | 14.23% | 41.66%-27.4pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $21 | $2,340-99.1% | $2,912-99.3% | $2,755-99.3% |
| Participant deferral / active EE | $3,704 | $3,281+12.9% | $4,319-14.2% | $4,296-13.8% |
| Admin fee / account holder | $287 | $4,981-94.2% | $7,386-96.1% | $6,918-95.8% |