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 | $29,558 | $177,572-83.4% | $154,803-80.9% | $142,382-79.2% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 20.45% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $746 | $4,810-84.5% | $4,305-82.7% | $4,299-82.7% |
| Participant deferral / active EE | $4,231 | $6,272-32.5% | $5,540-23.6% | $6,507-35.0% |
| Admin fee / account holder | $51 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |