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 | $29,730 | $177,572-83.3% | $154,803-80.8% | $142,382-79.1% |
| Participation rate | 54.2% | 82.1%-27.9pp | 78.1%-23.9pp | 80.1%-26.0pp |
| Annual return | 20.19% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $840 | $4,810-82.5% | $4,305-80.5% | $4,299-80.5% |
| Participant deferral / active EE | $2,402 | $6,272-61.7% | $5,540-56.6% | $6,507-63.1% |
| Admin fee / account holder | $215 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |