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 | $54,997 | $159,602-65.5% | $150,045-63.3% | $142,382-61.4% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 22.18% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $879 | $4,961-82.3% | $4,693-81.3% | $4,299-79.5% |
| Participant deferral / active EE | $7,039 | $8,310-15.3% | $7,997-12.0% | $6,507+8.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |