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 3-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 | $16,273 | $77,899-79.1% | $149,673-89.1% | $75,163-78.4% |
| Participation rate | 10.7% | 65.6%-54.9pp | 78.8%-68.1pp | 67.2%-56.5pp |
| Annual return | 14.68% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $72 | $3,137-97.7% | $4,818-98.5% | $2,670-97.3% |
| Participant deferral / active EE | $1,195 | $3,411-65.0% | $5,680-79.0% | $4,125-71.0% |
| Admin fee / account holder | $139 | $5,956-97.7% | $13,210-98.9% | $5,651-97.5% |