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 | $59,376 | $140,940-57.9% | $112,229-47.1% | $139,434-57.4% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 21.88% | 32.71%-10.8pp | 30.20%-8.3pp | 372.94%-351.1pp |
| Employer contribution / active EE | $781 | $4,283-81.8% | $3,430-77.2% | $4,751-83.6% |
| Participant deferral / active EE | $6,250 | $5,874+6.4% | $4,798+30.3% | $6,710-6.9% |
| Admin fee / account holder | $252 | $9,954-97.5% | $7,748-96.7% | $11,403-97.8% |