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 7-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 | $27,586 | $183,519-85.0% | $155,509-82.3% | $145,922-81.1% |
| Participation rate | 43.5% | 82.7%-39.2pp | 78.2%-34.7pp | 80.3%-36.8pp |
| Annual return | 11.19% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $767 | $5,313-85.6% | $4,672-83.6% | $4,660-83.5% |
| Participant deferral / active EE | $2,261 | $6,462-65.0% | $5,626-59.8% | $6,688-66.2% |
| Admin fee / account holder | $250 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |