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 9-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 | $19,107 | $74,888-74.5% | $71,209-73.2% | $142,382-86.6% |
| Participation rate | 20.8% | 76.2%-55.4pp | 73.8%-52.9pp | 80.1%-59.3pp |
| Annual return | 20.38% | 345.14%-324.8pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $390 | $2,854-86.3% | $2,721-85.7% | $4,299-90.9% |
| Participant deferral / active EE | $662 | $4,454-85.1% | $4,175-84.1% | $6,507-89.8% |
| Admin fee / account holder | $175 | $5,568-96.9% | $5,349-96.7% | $12,624-98.6% |