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 | $23,030 | $90,348-74.5% | $75,972-69.7% | $145,922-84.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.24% | 620.88%-609.6pp | 359.55%-348.3pp | 561.29%-550.0pp |
| Employer contribution / active EE | $448 | $3,311-86.5% | $2,685-83.3% | $4,660-90.4% |
| Participant deferral / active EE | $2,165 | $5,162-58.1% | $4,255-49.1% | $6,688-67.6% |
| Admin fee / account holder | $251 | $8,467-97.0% | $6,467-96.1% | $13,397-98.1% |