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 3-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 | $43,196 | $183,519-76.5% | $155,509-72.2% | $145,922-70.4% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 16.38% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $388 | $5,313-92.7% | $4,672-91.7% | $4,660-91.7% |
| Participant deferral / active EE | $3,508 | $6,462-45.7% | $5,626-37.7% | $6,688-47.6% |
| Admin fee / account holder | $132 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |