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 | $10,740 | $77,899-86.2% | $149,673-92.8% | $75,163-85.7% |
| Participation rate | 15.2% | 65.6%-50.4pp | 78.8%-63.6pp | 67.2%-52.0pp |
| Annual return | 23.46% | 31.72%-8.3pp | 134.42%-111.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $307 | $3,137-90.2% | $4,818-93.6% | $2,670-88.5% |
| Participant deferral / active EE | $1,110 | $3,411-67.5% | $5,680-80.5% | $4,125-73.1% |
| Admin fee / account holder | $65 | $5,956-98.9% | $13,210-99.5% | $5,651-98.9% |