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 | $14,121 | $111,724-87.4% | $93,606-84.9% | $145,922-90.3% |
| Participation rate | 26.3% | 74.2%-47.9pp | 68.7%-42.4pp | 80.3%-54.0pp |
| Annual return | 12.10% | 202.98%-190.9pp | 133.20%-121.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $400 | $3,090-87.1% | $2,420-83.5% | $4,660-91.4% |
| Participant deferral / active EE | $1,910 | $4,912-61.1% | $4,411-56.7% | $6,688-71.4% |
| Admin fee / account holder | $224 | $10,250-97.8% | $8,285-97.3% | $13,397-98.3% |