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 4-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 | $30,090 | $30,400-1.0% | $53,898-44.2% | $84,808-64.5% |
| Participation rate | 27.6% | 46.4%-18.9pp | 55.0%-27.4pp | 68.3%-40.7pp |
| Annual return | 20.38% | 500.19%-479.8pp | 528.60%-508.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,916 | $1,199+59.8% | $1,826+4.9% | $4,212-54.5% |
| Admin fee / account holder | $78 | $1,993-96.1% | $2,491-96.9% | $7,344-98.9% |