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 4-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 | $10,215 | $51,576-80.2% | $129,207-92.1% | $80,856-87.4% |
| Participation rate | 30.6% | 57.0%-26.3pp | 69.6%-39.0pp | 67.6%-37.0pp |
| Annual return | 19.93% | 20.81%-0.9pp | 9417.33%-9397.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $10 | $1,584-99.4% | $4,153-99.8% | $2,755-99.6% |
| Participant deferral / active EE | $1,219 | $2,669-54.3% | $4,168-70.7% | $4,296-71.6% |
| Admin fee / account holder | $226 | $4,305-94.8% | $7,715-97.1% | $6,918-96.7% |