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 5-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 | $19,223 | $104,974-81.7% | $95,585-79.9% | $142,382-86.5% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.1%-43.5pp | 80.1%-51.5pp |
| Annual return | 17.69% | 210.33%-192.6pp | 38.56%-20.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $83 | $2,779-97.0% | $2,527-96.7% | $4,299-98.1% |
| Participant deferral / active EE | $1,362 | $4,352-68.7% | $4,023-66.1% | $6,507-79.1% |
| Admin fee / account holder | $130 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |