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 | $32,163 | $93,571-65.6% | $135,903-76.3% | $75,163-57.2% |
| Participation rate | 8.3% | 75.2%-66.8pp | 81.9%-73.6pp | 67.2%-58.9pp |
| Annual return | 307.01% | 30.90%+276.1pp | 68.23%+238.8pp | 160.62%+146.4pp |
| Employer contribution / active EE | $298 | $3,537-91.6% | $4,856-93.9% | $2,670-88.8% |
| Participant deferral / active EE | $2,893 | $6,404-54.8% | $7,758-62.7% | $4,125-29.9% |
| Admin fee / account holder | $225 | $6,975-96.8% | $10,762-97.9% | $5,651-96.0% |