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 8-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 | $28,628 | $72,492-60.5% | $87,100-67.1% | $72,985-60.8% |
| Participation rate | 27.3% | 72.8%-45.5pp | 76.9%-49.6pp | 69.5%-42.2pp |
| Annual return | 19.44% | 24.46%-5.0pp | 28.19%-8.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,613 | $3,270-20.1% | $4,049-35.4% | $3,607-27.6% |
| Admin fee / account holder | $166 | $5,055-96.7% | $7,497-97.8% | $5,124-96.8% |