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 10-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 | $18,673 | $105,931-82.4% | $81,930-77.2% | $158,922-88.3% |
| Participation rate | 41.7% | 75.6%-33.9pp | 72.0%-30.3pp | 82.0%-40.3pp |
| Annual return | 20.04% | 38.17%-18.1pp | 29.49%-9.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,804 | $13,003-86.1% | $7,107-74.6% | $5,982-69.8% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |