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 | $10,010 | $48,795-79.5% | $65,493-84.7% | $84,808-88.2% |
| Participation rate | 50.0% | 67.0%-17.0pp | 73.1%-23.1pp | 68.3%-18.3pp |
| Annual return | 13.25% | 20.20%-6.9pp | 982.45%-969.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $220 | $1,930-88.6% | $2,574-91.5% | $2,631-91.6% |
| Participant deferral / active EE | $955 | $2,928-67.4% | $3,961-75.9% | $4,212-77.3% |
| Admin fee / account holder | $142 | $3,877-96.3% | $5,028-97.2% | $7,344-98.1% |