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 9-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 | $43,956 | $133,958-67.2% | $112,228-60.8% | $134,475-67.3% |
| Participation rate | 38.9% | 78.6%-39.7pp | 75.1%-36.2pp | 81.2%-42.3pp |
| Annual return | -16.43% | 47.11%-63.5pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $694 | $4,038-82.8% | $3,635-80.9% | $4,740-85.4% |
| Participant deferral / active EE | $1,976 | $5,291-62.7% | $4,728-58.2% | $6,400-69.1% |
| Admin fee / account holder | $37 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |