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 3-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 | $33,480 | $177,572-81.1% | $154,803-78.4% | $142,382-76.5% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 31.16% | 65.07%-33.9pp | 58.88%-27.7pp | 217.08%-185.9pp |
| Employer contribution / active EE | $620 | $4,810-87.1% | $4,305-85.6% | $4,299-85.6% |
| Participant deferral / active EE | $4,947 | $6,272-21.1% | $5,540-10.7% | $6,507-24.0% |
| Admin fee / account holder | $29 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |