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 | $29,318 | $159,901-81.7% | $146,958-80.0% | $145,922-79.9% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 14.80% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $809 | $5,286-84.7% | $4,933-83.6% | $4,660-82.6% |
| Participant deferral / active EE | $3,494 | $8,428-58.5% | $8,070-56.7% | $6,688-47.8% |
| Admin fee / account holder | $191 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |