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 9-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 | $34,072 | $95,803-64.4% | $113,168-69.9% | $84,808-59.8% |
| Participation rate | 48.4% | 72.9%-24.5pp | 76.6%-28.2pp | 68.3%-19.9pp |
| Annual return | 14.90% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2 | $2,360-99.9% | $2,975-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $3,143 | $4,242-25.9% | $5,107-38.4% | $4,212-25.4% |
| Admin fee / account holder | $19 | $8,989-99.8% | $12,068-99.8% | $7,344-99.7% |