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 8-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 | $33,069 | $157,256-79.0% | $141,162-76.6% | $152,861-78.4% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.4%-38.0pp |
| Annual return | 34.92% | 64.32%-29.4pp | 71.39%-36.5pp | 345.32%-310.4pp |
| Employer contribution / active EE | $772 | $5,261-85.3% | $4,735-83.7% | $4,762-83.8% |
| Participant deferral / active EE | $6,807 | $7,109-4.3% | $6,709+1.5% | $5,850+16.4% |
| Admin fee / account holder | $202 | $12,120-98.3% | $10,261-98.0% | $11,596-98.3% |