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 3-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 | $67,850 | $179,726-62.2% | $156,263-56.6% | $142,382-52.3% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.9%-34.5pp | 80.1%-35.7pp |
| Annual return | 19.07% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $238 | $5,069-95.3% | $4,333-94.5% | $4,299-94.5% |
| Participant deferral / active EE | $5,111 | $6,956-26.5% | $6,158-17.0% | $6,507-21.5% |
| Admin fee / account holder | $114 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |