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 | $34,193 | $100,773-66.1% | $88,946-61.6% | $142,382-76.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 22.22% | 70.18%-48.0pp | 57.82%-35.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $54 | $2,918-98.1% | $2,555-97.9% | $4,299-98.7% |
| Participant deferral / active EE | $6,565 | $5,230+25.5% | $4,581+43.3% | $6,507+0.9% |
| Admin fee / account holder | $146 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |