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 | $38,275 | $162,781-76.5% | $133,956-71.4% | $158,922-75.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 23.54% | 41.94%-18.4pp | 45.09%-21.6pp | 302.83%-279.3pp |
| Employer contribution / active EE | $856 | $4,975-82.8% | $3,919-78.2% | $4,761-82.0% |
| Participant deferral / active EE | $3,015 | $5,911-49.0% | $5,048-40.3% | $5,982-49.6% |
| Admin fee / account holder | $194 | $11,736-98.3% | $8,927-97.8% | $11,246-98.3% |