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 8-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 | $26,328 | $106,515-75.3% | $96,683-72.8% | $139,434-81.1% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 15.97% | 38.43%-22.5pp | 35.69%-19.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $739 | $4,103-82.0% | $3,737-80.2% | $4,751-84.4% |
| Participant deferral / active EE | $1,771 | $5,454-67.5% | $4,878-63.7% | $6,710-73.6% |
| Admin fee / account holder | $130 | $7,877-98.3% | $6,730-98.1% | $11,403-98.9% |