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 4-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 | $18,224 | $53,516-65.9% | $126,539-85.6% | $84,808-78.5% |
| Participation rate | 18.2% | 58.2%-40.1pp | 69.8%-51.6pp | 68.3%-50.1pp |
| Annual return | 14.41% | 58.34%-43.9pp | 425.95%-411.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $43 | $1,535-97.2% | $3,674-98.8% | $2,631-98.4% |
| Participant deferral / active EE | $1,503 | $2,671-43.7% | $4,083-63.2% | $4,212-64.3% |
| Admin fee / account holder | $83 | $4,497-98.2% | $6,065-98.6% | $7,344-98.9% |