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 | $35,883 | $175,202-79.5% | $149,673-76.0% | $139,434-74.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 22.08% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $929 | $5,474-83.0% | $4,818-80.7% | $4,751-80.4% |
| Participant deferral / active EE | $7,660 | $6,519+17.5% | $5,680+34.9% | $6,710+14.2% |
| Admin fee / account holder | $19 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |