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 | $15,631 | $177,572-91.2% | $154,803-89.9% | $142,382-89.0% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.1%-23.5pp | 80.1%-25.6pp |
| Annual return | 21.10% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $716 | $4,810-85.1% | $4,305-83.4% | $4,299-83.3% |
| Participant deferral / active EE | $1,884 | $6,272-70.0% | $5,540-66.0% | $6,507-71.0% |
| Admin fee / account holder | $78 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |