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 | $37,132 | $80,717-54.0% | $154,803-76.0% | $84,808-56.2% |
| Participation rate | 30.0% | 66.8%-36.8pp | 78.1%-48.1pp | 68.3%-38.3pp |
| Annual return | 20.22% | 37.96%-17.7pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $324 | $2,761-88.3% | $4,305-92.5% | $2,631-87.7% |
| Participant deferral / active EE | $2,281 | $3,303-30.9% | $5,540-58.8% | $4,212-45.8% |
| Admin fee / account holder | $257 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |