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 7-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 | $12,109 | $45,073-73.1% | $69,455-82.6% | $72,985-83.4% |
| Participation rate | 38.6% | 68.5%-29.9pp | 74.6%-36.0pp | 69.5%-30.9pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $4 | $2,054-99.8% | $2,779-99.9% | $2,440-99.8% |
| Participant deferral / active EE | $2,673 | $2,602+2.8% | $3,535-24.4% | $3,607-25.9% |
| Admin fee / account holder | $205 | $3,056-93.3% | $3,839-94.7% | $5,124-96.0% |