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 4-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 | $53,474 | $106,515-49.8% | $96,683-44.7% | $139,434-61.6% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.3%-60.1pp | 80.3%-66.0pp |
| Annual return | 35.23% | 38.43%-3.2pp | 35.69%-0.5pp | 372.94%-337.7pp |
| Employer contribution / active EE | $527 | $4,103-87.2% | $3,737-85.9% | $4,751-88.9% |
| Participant deferral / active EE | $2,786 | $5,454-48.9% | $4,878-42.9% | $6,710-58.5% |
| Admin fee / account holder | $264 | $7,877-96.6% | $6,730-96.1% | $11,403-97.7% |