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 | $46,010 | $114,381-59.8% | $107,525-57.2% | $142,382-67.7% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | 15.44% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $796 | $4,015-80.2% | $3,754-78.8% | $4,299-81.5% |
| Participant deferral / active EE | $1,990 | $5,564-64.2% | $5,116-61.1% | $6,507-69.4% |
| Admin fee / account holder | $232 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |