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 | $15,849 | $70,606-77.6% | $53,898-70.6% | $142,382-88.9% |
| Participation rate | 5.0% | 63.7%-58.7pp | 55.0%-50.0pp | 80.1%-75.1pp |
| Annual return | 21.96% | 619.81%-597.8pp | 528.60%-506.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $284 | $2,364-88.0% | $1,826-84.5% | $6,507-95.6% |
| Admin fee / account holder | $42 | $2,852-98.5% | $2,491-98.3% | $12,624-99.7% |