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 8-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 | $19,568 | $124,281-84.3% | $109,143-82.1% | $167,490-88.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 11.45% | 26.04%-14.6pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $89 | $4,207-97.9% | $3,722-97.6% | $4,837-98.2% |
| Participant deferral / active EE | $2,345 | $5,255-55.4% | $4,653-49.6% | $6,341-63.0% |
| Admin fee / account holder | $27 | $7,970-99.7% | $6,752-99.6% | $12,309-99.8% |