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 | $27,967 | $54,705-48.9% | $71,209-60.7% | $84,808-67.0% |
| Participation rate | 36.6% | 64.1%-27.5pp | 73.8%-37.2pp | 68.3%-31.7pp |
| Annual return | 18.42% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $10 | $2,158-99.5% | $2,721-99.6% | $2,631-99.6% |
| Participant deferral / active EE | $1,228 | $3,030-59.5% | $4,175-70.6% | $4,212-70.8% |
| Admin fee / account holder | $130 | $4,863-97.3% | $5,349-97.6% | $7,344-98.2% |