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 | $11,529 | $95,266-87.9% | $82,389-86.0% | $142,382-91.9% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 32.82% | 25.74%+7.1pp | 28.67%+4.2pp | 217.08%-184.3pp |
| Employer contribution / active EE | $492 | $2,991-83.6% | $2,517-80.5% | $4,299-88.6% |
| Participant deferral / active EE | $1,611 | $4,809-66.5% | $4,155-61.2% | $6,507-75.2% |
| Admin fee / account holder | $18 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |