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 4-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 | $20,061 | $117,983-83.0% | $101,794-80.3% | $142,382-85.9% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 20.32% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $165 | $2,773-94.1% | $2,289-92.8% | $4,299-96.2% |
| Participant deferral / active EE | $3,028 | $4,714-35.8% | $4,084-25.8% | $6,507-53.5% |
| Admin fee / account holder | $240 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |