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 5-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 | $74,792 | $176,812-57.7% | $146,665-49.0% | $167,490-55.3% |
| Participation rate | 64.3% | 83.6%-19.3pp | 80.1%-15.8pp | 82.1%-17.8pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $833 | $5,160-83.9% | $4,136-79.9% | $4,837-82.8% |
| Participant deferral / active EE | $2,420 | $6,440-62.4% | $5,506-56.0% | $6,341-61.8% |
| Admin fee / account holder | $70 | $13,259-99.5% | $10,280-99.3% | $12,309-99.4% |