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 | $36,946 | $210,648-82.5% | $177,989-79.2% | $145,922-74.7% |
| Participation rate | 46.2% | 80.8%-34.6pp | 77.1%-30.9pp | 80.3%-34.1pp |
| Annual return | 13.57% | 385.86%-372.3pp | 294.48%-280.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,386 | $6,958-65.7% | $6,276-62.0% | $6,688-64.3% |
| Admin fee / account holder | $247 | $12,013-97.9% | $10,363-97.6% | $13,397-98.2% |