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 3-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 | $19,077 | $159,901-88.1% | $146,958-87.0% | $145,922-86.9% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 78.71% | 98.13%-19.4pp | 418.34%-339.6pp | 561.29%-482.6pp |
| Employer contribution / active EE | $766 | $5,286-85.5% | $4,933-84.5% | $4,660-83.6% |
| Participant deferral / active EE | $3,564 | $8,428-57.7% | $8,070-55.8% | $6,688-46.7% |
| Admin fee / account holder | $127 | $15,044-99.2% | $12,998-99.0% | $13,397-99.0% |