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 | $40,569 | $129,942-68.8% | $104,294-61.1% | $134,475-69.8% |
| Participation rate | 12.5% | 79.5%-67.0pp | 73.3%-60.8pp | 81.2%-68.7pp |
| Annual return | -17.75% | 42.03%-59.8pp | 24.61%-42.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $375 | $4,184-91.0% | $3,372-88.9% | $4,740-92.1% |
| Participant deferral / active EE | $2,563 | $5,588-54.1% | $4,625-44.6% | $6,400-60.0% |
| Admin fee / account holder | $135 | $9,323-98.6% | $7,339-98.2% | $11,426-98.8% |