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 10-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 | $35,909 | $197,591-81.8% | $177,821-79.8% | $158,922-77.4% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 21.56% | 58.76%-37.2pp | 48.32%-26.8pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,406 | $6,697-79.0% | $5,918-76.2% | $4,761-70.5% |
| Participant deferral / active EE | $3,443 | $8,405-59.0% | $7,714-55.4% | $5,982-42.4% |
| Admin fee / account holder | $226 | $15,399-98.5% | $12,427-98.2% | $11,246-98.0% |