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 | $37,839 | $72,277-47.6% | $101,248-62.6% | $79,858-52.6% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 17.05% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $277 | $2,692-89.7% | $3,660-92.4% | $2,471-88.8% |
| Participant deferral / active EE | $2,149 | $3,282-34.5% | $4,370-50.8% | $3,740-42.5% |
| Admin fee / account holder | $149 | $4,400-96.6% | $5,945-97.5% | $5,306-97.2% |