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 | $22,408 | $154,117-85.5% | $129,995-82.8% | $139,434-83.9% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 28.55% | 32.48%-3.9pp | -137.18%+165.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $977 | $5,289-81.5% | $4,320-77.4% | $4,751-79.4% |
| Participant deferral / active EE | $2,070 | $6,710-69.2% | $5,820-64.4% | $6,710-69.2% |
| Admin fee / account holder | $115 | $14,007-99.2% | $10,614-98.9% | $11,403-99.0% |