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 6-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 | $11,959 | $117,983-89.9% | $101,794-88.3% | $142,382-91.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 21.80% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,592 | $4,714-45.0% | $4,084-36.5% | $6,507-60.2% |
| Admin fee / account holder | $5 | $10,433-100.0% | $8,777-99.9% | $12,624-100.0% |