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 9-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 | $30,161 | $103,376-70.8% | $87,100-65.4% | $152,861-80.3% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.9%-31.4pp | 82.4%-37.0pp |
| Annual return | 18.30% | 28.10%-9.8pp | 28.19%-9.9pp | 345.32%-327.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,576 | $4,778-4.2% | $4,049+13.0% | $5,850-21.8% |
| Admin fee / account holder | $45 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |