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 | $36,933 | $58,694-37.1% | $142,863-74.1% | $85,850-57.0% |
| Participation rate | 38.8% | 58.5%-19.7pp | 71.9%-33.2pp | 69.3%-30.6pp |
| Annual return | 12.42% | 27.72%-15.3pp | 5637.54%-5625.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $213 | $1,423-85.0% | $4,144-94.9% | $2,565-91.7% |
| Participant deferral / active EE | $1,730 | $2,607-33.7% | $3,837-54.9% | $3,952-56.2% |
| Admin fee / account holder | $32 | $4,239-99.2% | $6,560-99.5% | $6,260-99.5% |