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 7-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 | $36,245 | $111,754-67.6% | $103,333-64.9% | $145,922-75.2% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 12.93% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $636 | $4,212-84.9% | $3,868-83.6% | $4,660-86.4% |
| Participant deferral / active EE | $2,853 | $5,619-49.2% | $5,057-43.6% | $6,688-57.3% |
| Admin fee / account holder | $205 | $9,750-97.9% | $8,355-97.6% | $13,397-98.5% |