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 7-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 | $23,033 | $49,915-53.9% | $154,803-85.1% | $74,304-69.0% |
| Participation rate | 13.3% | 54.0%-40.6pp | 78.1%-64.7pp | 60.3%-47.0pp |
| Annual return | 20.56% | 34.06%-13.5pp | 58.88%-38.3pp | 29.43%-8.9pp |
| Employer contribution / active EE | $85 | $1,611-94.8% | $4,305-98.0% | $2,241-96.2% |
| Participant deferral / active EE | $1,179 | $2,255-47.7% | $5,540-78.7% | $3,767-68.7% |
| Admin fee / account holder | $20 | $2,189-99.1% | $14,329-99.9% | $2,969-99.3% |