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 10-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 | $12,049 | $37,426-67.8% | $77,482-84.4% | $79,858-84.9% |
| Participation rate | 34.4% | 41.5%-7.1pp | 54.2%-19.8pp | 69.6%-35.3pp |
| Annual return | 42.74% | 39.70%+3.0pp | 54.79%-12.0pp | 31.71%+11.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,001 | $1,260-20.6% | $1,861-46.2% | $3,740-73.2% |
| Admin fee / account holder | $31 | $2,504-98.8% | $2,858-98.9% | $5,306-99.4% |