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 6-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 | $9,514 | $74,888-87.3% | $71,209-86.6% | $142,382-93.3% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.1%-26.8pp |
| Annual return | 19.59% | 345.14%-325.6pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $164 | $2,854-94.2% | $2,721-94.0% | $4,299-96.2% |
| Participant deferral / active EE | $968 | $4,454-78.3% | $4,175-76.8% | $6,507-85.1% |
| Admin fee / account holder | $59 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |