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 | $33,947 | $117,983-71.2% | $101,794-66.7% | $142,382-76.2% |
| Participation rate | 8.7% | 74.2%-65.5pp | 69.2%-60.5pp | 80.1%-71.4pp |
| Annual return | 15.87% | 36.92%-21.0pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,472 | $4,714-68.8% | $4,084-63.9% | $6,507-77.4% |
| Admin fee / account holder | $210 | $10,433-98.0% | $8,777-97.6% | $12,624-98.3% |