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 4-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 | $61,737 | $159,602-61.3% | $150,045-58.9% | $142,382-56.6% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.3%-46.6pp | 80.1%-44.4pp |
| Annual return | 22.23% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $765 | $4,961-84.6% | $4,693-83.7% | $4,299-82.2% |
| Participant deferral / active EE | $4,352 | $8,310-47.6% | $7,997-45.6% | $6,507-33.1% |
| Admin fee / account holder | $17 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |