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 | $13,915 | $99,877-86.1% | $84,966-83.6% | $145,922-90.5% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 15.89% | 83.76%-67.9pp | 66.38%-50.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $260 | $3,231-92.0% | $2,727-90.5% | $4,660-94.4% |
| Participant deferral / active EE | $2,040 | $5,291-61.4% | $4,519-54.9% | $6,688-69.5% |
| Admin fee / account holder | $83 | $7,248-98.9% | $6,149-98.7% | $13,397-99.4% |