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 | $37,496 | $73,933-49.3% | $96,683-61.2% | $75,163-50.1% |
| Participation rate | 13.9% | 66.4%-52.5pp | 74.3%-60.5pp | 67.2%-53.3pp |
| Annual return | 25.20% | 26.70%-1.5pp | 35.69%-10.5pp | 160.62%-135.4pp |
| Employer contribution / active EE | $655 | $2,928-77.6% | $3,737-82.5% | $2,670-75.5% |
| Participant deferral / active EE | $2,210 | $3,659-39.6% | $4,878-54.7% | $4,125-46.4% |
| Admin fee / account holder | $20 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |