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 | $7,537 | $107,452-93.0% | $91,541-91.8% | $142,382-94.7% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 26.25% | 22.06%+4.2pp | 20.50%+5.7pp | 217.08%-190.8pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,763 | $4,754-62.9% | $4,008-56.0% | $6,507-72.9% |
| Admin fee / account holder | $65 | $8,834-99.3% | $6,956-99.1% | $12,624-99.5% |