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 | $17,726 | $110,261-83.9% | $95,745-81.5% | $139,434-87.3% |
| Participation rate | 43.8% | 75.8%-32.0pp | 72.3%-28.5pp | 80.3%-36.6pp |
| Annual return | 15.42% | 27.11%-11.7pp | 28.35%-12.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,308 | $4,676-72.0% | $4,245-69.2% | $6,710-80.5% |
| Admin fee / account holder | $170 | $6,613-97.4% | $5,678-97.0% | $11,403-98.5% |