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 6-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 | $34,119 | $176,056-80.6% | $159,436-78.6% | $167,490-79.6% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 18.44% | 331.75%-313.3pp | 263.57%-245.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $731 | $5,297-86.2% | $4,829-84.9% | $4,837-84.9% |
| Participant deferral / active EE | $5,810 | $7,750-25.0% | $7,352-21.0% | $6,341-8.4% |
| Admin fee / account holder | $140 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |