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 | $41,197 | $111,754-63.1% | $103,333-60.1% | $145,922-71.8% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 9.54% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $371 | $4,212-91.2% | $3,868-90.4% | $4,660-92.0% |
| Participant deferral / active EE | $3,286 | $5,619-41.5% | $5,057-35.0% | $6,688-50.9% |
| Admin fee / account holder | $120 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |