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 | $53,827 | $148,534-63.8% | $135,903-60.4% | $139,434-61.4% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.2pp | 80.3%-63.7pp |
| Annual return | 43.79% | 79.19%-35.4pp | 68.23%-24.4pp | 372.94%-329.1pp |
| Employer contribution / active EE | $592 | $5,243-88.7% | $4,856-87.8% | $4,751-87.5% |
| Participant deferral / active EE | $3,750 | $8,100-53.7% | $7,758-51.7% | $6,710-44.1% |
| Admin fee / account holder | $78 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |