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 | $18,583 | $114,381-83.8% | $107,525-82.7% | $142,382-86.9% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 23.66% | 242.71%-219.0pp | 181.32%-157.7pp | 217.08%-193.4pp |
| Employer contribution / active EE | $712 | $4,015-82.3% | $3,754-81.0% | $4,299-83.4% |
| Participant deferral / active EE | $1,625 | $5,564-70.8% | $5,116-68.2% | $6,507-75.0% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |