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 10-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 | $9,261 | $35,183-73.7% | $73,545-87.4% | $70,131-86.8% |
| Participation rate | 61.4% | 42.9%+18.4pp | 54.9%+6.4pp | 69.5%-8.2pp |
| Annual return | 16.75% | 26.90%-10.2pp | -15.16%+31.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $557 | $1,220-54.3% | $1,806-69.2% | $3,332-83.3% |
| Admin fee / account holder | $117 | $2,302-94.9% | $2,320-94.9% | $4,645-97.5% |