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 | $10,791 | $110,261-90.2% | $95,745-88.7% | $139,434-92.3% |
| Participation rate | 64.7% | 75.8%-11.0pp | 72.3%-7.6pp | 80.3%-15.6pp |
| Annual return | 12.29% | 27.11%-14.8pp | 28.35%-16.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $714 | $4,676-84.7% | $4,245-83.2% | $6,710-89.4% |
| Admin fee / account holder | $57 | $6,613-99.1% | $5,678-99.0% | $11,403-99.5% |