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 6-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 | $25,301 | $177,572-85.8% | $154,803-83.7% | $142,382-82.2% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.1%-61.4pp | 80.1%-63.5pp |
| Annual return | 22.88% | 65.07%-42.2pp | 58.88%-36.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,965 | $6,272-68.7% | $5,540-64.5% | $6,507-69.8% |
| Admin fee / account holder | $215 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |