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 | $15,418 | $105,126-85.3% | $94,646-83.7% | $139,434-88.9% |
| Participation rate | 54.2% | 82.4%-28.2pp | 80.8%-26.7pp | 80.3%-26.2pp |
| Annual return | 27.59% | 38.03%-10.4pp | 156.71%-129.1pp | 372.94%-345.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,874 | $7,599-49.0% | $7,418-47.8% | $6,710-42.3% |
| Admin fee / account holder | $63 | $8,984-99.3% | $7,231-99.1% | $11,403-99.5% |