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 9-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 | $24,273 | $105,126-76.9% | $94,646-74.4% | $139,434-82.6% |
| Participation rate | 55.0% | 82.4%-27.4pp | 80.8%-25.8pp | 80.3%-25.3pp |
| Annual return | 20.48% | 38.03%-17.6pp | 156.71%-136.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,853 | $7,599-36.1% | $7,418-34.6% | $6,710-27.7% |
| Admin fee / account holder | $262 | $8,984-97.1% | $7,231-96.4% | $11,403-97.7% |