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 | $49,722 | $114,381-56.5% | $107,525-53.8% | $142,382-65.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 14.56% | 242.71%-228.1pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $385 | $4,015-90.4% | $3,754-89.7% | $4,299-91.0% |
| Participant deferral / active EE | $2,775 | $5,564-50.1% | $5,116-45.7% | $6,507-57.4% |
| Admin fee / account holder | $237 | $9,860-97.6% | $8,919-97.3% | $12,624-98.1% |