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 4-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 | $28,647 | $148,534-80.7% | $135,903-78.9% | $139,434-79.5% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 27.42% | 79.19%-51.8pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,154 | $8,100-36.4% | $7,758-33.6% | $6,710-23.2% |
| Admin fee / account holder | $69 | $12,400-99.4% | $10,762-99.4% | $11,403-99.4% |