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 | $27,582 | $106,515-74.1% | $96,683-71.5% | $139,434-80.2% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 15.65% | 38.43%-22.8pp | 35.69%-20.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $749 | $4,103-81.8% | $3,737-80.0% | $4,751-84.2% |
| Participant deferral / active EE | $3,125 | $5,454-42.7% | $4,878-35.9% | $6,710-53.4% |
| Admin fee / account holder | $135 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |