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 9-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 | $37,158 | $89,355-58.4% | $141,162-73.7% | $72,985-49.1% |
| Participation rate | 42.9% | 75.1%-32.3pp | 82.5%-39.6pp | 69.5%-26.6pp |
| Annual return | 21.23% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $14 | $3,114-99.6% | $4,735-99.7% | $2,440-99.4% |
| Participant deferral / active EE | $2,550 | $5,418-52.9% | $6,709-62.0% | $3,607-29.3% |
| Admin fee / account holder | $279 | $5,958-95.3% | $10,261-97.3% | $5,124-94.5% |