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 | $37,513 | $73,933-49.3% | $96,683-61.2% | $75,163-50.1% |
| Participation rate | 26.7% | 66.4%-39.8pp | 74.3%-47.7pp | 67.2%-40.5pp |
| Annual return | 19.82% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $690 | $2,928-76.4% | $3,737-81.5% | $2,670-74.2% |
| Participant deferral / active EE | $2,517 | $3,659-31.2% | $4,878-48.4% | $4,125-39.0% |
| Admin fee / account holder | $137 | $5,216-97.4% | $6,730-98.0% | $5,651-97.6% |