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 | $9,786 | $169,032-94.2% | $129,207-92.4% | $145,922-93.3% |
| Participation rate | 28.6% | 76.4%-47.9pp | 69.6%-41.0pp | 80.3%-51.7pp |
| Annual return | 13.18% | 14330.11%-14316.9pp | 9417.33%-9404.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,802 | $4,987-43.8% | $4,168-32.8% | $6,688-58.1% |
| Admin fee / account holder | $269 | $9,954-97.3% | $7,715-96.5% | $13,397-98.0% |