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 7-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 | $18,013 | $115,770-84.4% | $101,248-82.2% | $158,922-88.7% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 38.38% | 56.14%-17.8pp | 46.47%-8.1pp | 302.83%-264.4pp |
| Employer contribution / active EE | $532 | $4,175-87.3% | $3,660-85.5% | $4,761-88.8% |
| Participant deferral / active EE | $3,533 | $4,957-28.7% | $4,370-19.1% | $5,982-40.9% |
| Admin fee / account holder | $133 | $7,245-98.2% | $5,945-97.8% | $11,246-98.8% |