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 4-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 | $15,768 | $77,899-79.8% | $149,673-89.5% | $75,163-79.0% |
| Participation rate | 16.4% | 65.6%-49.2pp | 78.8%-62.3pp | 67.2%-50.8pp |
| Annual return | 26.64% | 31.72%-5.1pp | 134.42%-107.8pp | 160.62%-134.0pp |
| Employer contribution / active EE | $294 | $3,137-90.6% | $4,818-93.9% | $2,670-89.0% |
| Participant deferral / active EE | $1,160 | $3,411-66.0% | $5,680-79.6% | $4,125-71.9% |
| Admin fee / account holder | $299 | $5,956-95.0% | $13,210-97.7% | $5,651-94.7% |