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 | $12,371 | $110,809-88.8% | $86,874-85.8% | $167,490-92.6% |
| Participation rate | 16.7% | 75.8%-59.1pp | 71.6%-55.0pp | 82.1%-65.4pp |
| Annual return | 15.85% | 116.98%-101.1pp | 63.52%-47.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $11 | $3,244-99.7% | $2,495-99.6% | $4,837-99.8% |
| Participant deferral / active EE | $1,001 | $4,546-78.0% | $3,699-72.9% | $6,341-84.2% |
| Admin fee / account holder | $142 | $8,415-98.3% | $5,828-97.6% | $12,309-98.9% |