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 8-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 | $25,666 | $107,452-76.1% | $91,541-72.0% | $142,382-82.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 17.76% | 22.06%-4.3pp | 20.50%-2.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,582 | $4,754-3.6% | $4,008+14.3% | $6,507-29.6% |
| Admin fee / account holder | $145 | $8,834-98.4% | $6,956-97.9% | $12,624-98.9% |