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 7-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 | $44,977 | $102,616-56.2% | $81,983-45.1% | $158,922-71.7% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.2%-49.2pp | 82.0%-62.0pp |
| Annual return | 45.80% | 61.04%-15.2pp | 41.31%+4.5pp | 302.83%-257.0pp |
| Employer contribution / active EE | $400 | $3,240-87.7% | $2,498-84.0% | $4,761-91.6% |
| Participant deferral / active EE | $4,900 | $4,648+5.4% | $3,722+31.6% | $5,982-18.1% |
| Admin fee / account holder | $293 | $8,235-96.4% | $5,664-94.8% | $11,246-97.4% |