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 5-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 | $17,731 | $117,983-85.0% | $101,794-82.6% | $142,382-87.5% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.2%-30.7pp | 80.1%-41.7pp |
| Annual return | 19.62% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $321 | $2,773-88.4% | $2,289-86.0% | $4,299-92.5% |
| Participant deferral / active EE | $1,222 | $4,714-74.1% | $4,084-70.1% | $6,507-81.2% |
| Admin fee / account holder | $47 | $10,433-99.6% | $8,777-99.5% | $12,624-99.6% |