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 | $19,508 | $107,452-81.8% | $91,541-78.7% | $142,382-86.3% |
| Participation rate | 65.0% | 75.1%-10.1pp | 69.8%-4.8pp | 80.1%-15.1pp |
| Annual return | 15.56% | 22.06%-6.5pp | 20.50%-4.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,695 | $4,754-43.3% | $4,008-32.7% | $6,507-58.6% |
| Admin fee / account holder | $83 | $8,834-99.1% | $6,956-98.8% | $12,624-99.3% |