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 | $44,941 | $127,065-64.6% | $113,168-60.3% | $142,382-68.4% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 18.25% | 24.03%-5.8pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $507 | $3,442-85.3% | $2,975-83.0% | $4,299-88.2% |
| Participant deferral / active EE | $3,610 | $5,716-36.9% | $5,107-29.3% | $6,507-44.5% |
| Admin fee / account holder | $216 | $15,736-98.6% | $12,068-98.2% | $12,624-98.3% |