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 | $63,791 | $89,753-28.9% | $107,525-40.7% | $84,808-24.8% |
| Participation rate | 13.5% | 68.1%-54.5pp | 75.1%-61.6pp | 68.3%-54.8pp |
| Annual return | 20.31% | 29.48%-9.2pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $250 | $3,113-92.0% | $3,754-93.4% | $2,631-90.5% |
| Participant deferral / active EE | $1,737 | $4,056-57.2% | $5,116-66.0% | $4,212-58.7% |
| Admin fee / account holder | $179 | $7,222-97.5% | $8,919-98.0% | $7,344-97.6% |