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 | $24,058 | $177,572-86.5% | $154,803-84.5% | $142,382-83.1% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.1%-32.6pp | 80.1%-34.7pp |
| Annual return | 20.42% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $838 | $4,810-82.6% | $4,305-80.5% | $4,299-80.5% |
| Participant deferral / active EE | $2,369 | $6,272-62.2% | $5,540-57.2% | $6,507-63.6% |
| Admin fee / account holder | $155 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |