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 | $14,245 | $80,717-82.4% | $154,803-90.8% | $84,808-83.2% |
| Participation rate | 26.3% | 66.8%-40.5pp | 78.1%-51.8pp | 68.3%-42.0pp |
| Annual return | 19.94% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $231 | $2,761-91.6% | $4,305-94.6% | $2,631-91.2% |
| Participant deferral / active EE | $1,101 | $3,303-66.7% | $5,540-80.1% | $4,212-73.9% |
| Admin fee / account holder | $214 | $6,746-96.8% | $14,329-98.5% | $7,344-97.1% |