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 6-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 | $12,544 | $88,751-85.9% | $81,812-84.7% | $145,922-91.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.3%-29.5pp | 80.3%-37.4pp |
| Annual return | 13.53% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $178 | $3,083-94.2% | $2,912-93.9% | $4,660-96.2% |
| Participant deferral / active EE | $781 | $4,643-83.2% | $4,319-81.9% | $6,688-88.3% |
| Admin fee / account holder | $218 | $8,415-97.4% | $7,386-97.0% | $13,397-98.4% |