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 | $15,355 | $74,888-79.5% | $71,209-78.4% | $142,382-89.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 20.26% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $320 | $2,854-88.8% | $2,721-88.3% | $4,299-92.6% |
| Participant deferral / active EE | $2,542 | $4,454-42.9% | $4,175-39.1% | $6,507-60.9% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |