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 6-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 | $21,404 | $176,056-87.8% | $159,436-86.6% | $167,490-87.2% |
| Participation rate | 44.4% | 84.9%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 26.95% | 331.75%-304.8pp | 263.57%-236.6pp | 478.56%-451.6pp |
| Employer contribution / active EE | $898 | $5,297-83.0% | $4,829-81.4% | $4,837-81.4% |
| Participant deferral / active EE | $4,280 | $7,750-44.8% | $7,352-41.8% | $6,341-32.5% |
| Admin fee / account holder | $1 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |