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 7-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 | $41,171 | $140,940-70.8% | $112,229-63.3% | $139,434-70.5% |
| Participation rate | 38.5% | 79.2%-40.7pp | 72.4%-34.0pp | 80.3%-41.9pp |
| Annual return | 11.22% | 32.71%-21.5pp | 30.20%-19.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $706 | $4,283-83.5% | $3,430-79.4% | $4,751-85.1% |
| Participant deferral / active EE | $2,728 | $5,874-53.6% | $4,798-43.1% | $6,710-59.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |