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 10-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 | $27,145 | $159,901-83.0% | $146,958-81.5% | $145,922-81.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.52% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $508 | $5,286-90.4% | $4,933-89.7% | $4,660-89.1% |
| Participant deferral / active EE | $5,604 | $8,428-33.5% | $8,070-30.6% | $6,688-16.2% |
| Admin fee / account holder | $142 | $15,044-99.1% | $12,998-98.9% | $13,397-98.9% |