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 | $45,881 | $201,272-77.2% | $184,203-75.1% | $145,922-68.6% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 20.78% | 29.00%-8.2pp | 28.81%-8.0pp | 561.29%-540.5pp |
| Employer contribution / active EE | $727 | $7,022-89.6% | $6,427-88.7% | $4,660-84.4% |
| Participant deferral / active EE | $4,113 | $9,806-58.1% | $9,131-55.0% | $6,688-38.5% |
| Admin fee / account holder | $201 | $16,364-98.8% | $13,901-98.6% | $13,397-98.5% |