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 7-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 | $10,971 | $85,022-87.1% | $70,515-84.4% | $139,434-92.1% |
| Participation rate | 36.8% | 73.9%-37.1pp | 68.3%-31.5pp | 80.3%-43.5pp |
| Annual return | 18.07% | 30.38%-12.3pp | 32.77%-14.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $436 | $3,909-88.8% | $2,973-85.3% | $4,751-90.8% |
| Participant deferral / active EE | $1,217 | $5,890-79.3% | $4,567-73.4% | $6,710-81.9% |
| Admin fee / account holder | $38 | $8,906-99.6% | $6,412-99.4% | $11,403-99.7% |