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 5-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 | $43,025 | $154,117-72.1% | $129,995-66.9% | $139,434-69.1% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 29.02% | 32.48%-3.5pp | -137.18%+166.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $266 | $5,289-95.0% | $4,320-93.8% | $4,751-94.4% |
| Participant deferral / active EE | $6,189 | $6,710-7.8% | $5,820+6.3% | $6,710-7.8% |
| Admin fee / account holder | $129 | $14,007-99.1% | $10,614-98.8% | $11,403-98.9% |