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 5-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 | $15,549 | $74,888-79.2% | $71,209-78.2% | $142,382-89.1% |
| Participation rate | 18.8% | 76.2%-57.5pp | 73.8%-55.0pp | 80.1%-61.4pp |
| Annual return | 21.84% | 345.14%-323.3pp | 282.51%-260.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $963 | $4,454-78.4% | $4,175-76.9% | $6,507-85.2% |
| Admin fee / account holder | $155 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |